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ACH Investment Group ... TRUST is our primary mission

ACH Investment Group ... TRUST is our primary mission

OUR COMPANY

Founded in 1991, ACH Investment Group is a team of dedicated, experienced professionals who will work toward helping you meet your life objectives by offering a wide variety of financial strategies from a host of providers and by tailoring plans to your needs. We have a proactive investment philosophy that focuses on your present needs as well as your future goals, adjusting for any unexpected surprises that life may throw your way.

Introduction to ACH Investment Group

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What clients are saying about ACH Investment Group

“Janet Fox has served as my financial advisor for the past ten years. She has steered me toward investments that would better balance my portfolio and be as low-risk as possible. I had told her when I became her client that I'm not a big risk-taker and that I did not want to invest in companies that made money at the expense of the environment or humanity. She has stayed true to those parameters and I am very pleased with her services!”

Carol R.

Retired Education Administrator
February 9, 2024

“Janet is the rare whole package I was searching for in a financial advisor/manager.  She is undoubtedly wicked smart, knowledgeable and professional. It is the non-formulaic strategies and meticulous customer service, though, that sealed the deal. She has surpassed my expectations.”

Jamie W.

Retired Physical Therapist
January 23, 2024

“I would like to personally recommend Janet Fox. She is remarkably accomplished in her chosen field, astute and well credentialed. She had been a godsend in my world for which I will be ever grateful.”

Karen W.

Retired Director Arts and Entertainment
December 6, 2023

“We have been working with Janet for many years and are so comfortable with her helping us manage our finances. She is incredibly professional, knowledgeable, and is always on top of the current market activities. She truly looks out for us and lets us know when it is time to take action.”

Duncan W.

Retired Engineer
March 17, 2023

“Janet’s knowledge and acumen for financial matters is always evident, but it is her love of what she does that shines through and evokes a sense of comfort and confidence that puts her clients at ease.”

Valerie W.

Retired
March 17, 2023

“I have known and worked with Janet Fox for the past five years. She is always pleasant, and a true professional in every sense of the word. She is responsive to her clients’ needs and questions at all times. Janet holds herself to a very high standard. Having worked with several financial planners, I firmly believe that Janet is one of the best. In working with Janet, you can rest assured that your investment portfolio will be in good hands.”

Bonni G.

Retired HR Manager
March 22, 2023

This statement is a testimonial by a client of the financial professional as of the date shown. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

HOW CAN WE HELP YOU TODAY?

LPL Research’s Outlook 2024 | A Turning Point

LPL Research’s Outlook 2024: A Turning Point delivers market insights on what we can expect in the economy, policy, stocks, and bonds for 2024. In 2024, WE BELIEVE MARKETS will make a definitive turn to a more recognizable place. En route, the transition will be...

CLIENT LETTER | MAY 01, 2024

After a strong first quarter for stocks, some April showers rained down as the S&P 500 fell about 4% last month. Hopefully those showers will bring some flowers in May, despite the widely cited stock market adage, “Sell in May and go away.”

How’s it Going? Depends on Who You Ask | Weekly Market Commentary | May 20, 2024

Since millions of homeowners refinanced mortgages to extremely low rates a few years ago, the economy is less sensitive to interest rate policy. In fact, the Jackson Hole Economic Policy Symposium sponsored by the Kansas City Federal Reserve in August will debate the effectiveness and transmission of monetary policy because of these post-COVID-19 dynamics, likely revealing important investment implications.

1Q2024 ACH Newsletter

Download our latest Money Management Newsletter. Contact us for copies of prior newsletters.

Global Portfolio Strategy | May 07, 2024

The LPL Strategic & Tactical Asset Allocation Committee (STAAC) determines the firm’s investment outlook and asset allocation that helps define LPL Research’s investment models and overall strategic and tactical investment thinking and guidance. The committee is...

Client Tax and Retirement Resources

LPL Research’s Outlook 2024 | A Turning Point

LPL Research’s Outlook 2024: A Turning Point delivers market insights on what we can expect in the economy, policy, stocks, and bonds for 2024. In 2024, WE BELIEVE MARKETS will make a definitive turn to a more recognizable place. En route, the transition will be...

CLIENT LETTER | MAY 01, 2024

After a strong first quarter for stocks, some April showers rained down as the S&P 500 fell about 4% last month. Hopefully those showers will bring some flowers in May, despite the widely cited stock market adage, “Sell in May and go away.”

How’s it Going? Depends on Who You Ask | Weekly Market Commentary | May 20, 2024

Since millions of homeowners refinanced mortgages to extremely low rates a few years ago, the economy is less sensitive to interest rate policy. In fact, the Jackson Hole Economic Policy Symposium sponsored by the Kansas City Federal Reserve in August will debate the effectiveness and transmission of monetary policy because of these post-COVID-19 dynamics, likely revealing important investment implications.

1Q2024 ACH Newsletter

Download our latest Money Management Newsletter. Contact us for copies of prior newsletters.

Global Portfolio Strategy | May 07, 2024

The LPL Strategic & Tactical Asset Allocation Committee (STAAC) determines the firm’s investment outlook and asset allocation that helps define LPL Research’s investment models and overall strategic and tactical investment thinking and guidance. The committee is...

Client Tax and Retirement Resources

HELPFUL CONTENT

LPL Research’s Outlook 2024 | A Turning Point

LPL Research’s Outlook 2024: A Turning Point delivers market insights on what we can expect in the economy, policy, stocks, and bonds for 2024. In 2024, WE BELIEVE MARKETS will make a definitive turn to a more recognizable place. En route, the transition will be...

Midyear Outlook 2023 | The Path Towards Stability | July 12, 2023

At LPL Research, our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change. It’s a theme we could all embrace six...

Key Considerations for Finding the Best Financial Advisor

To find a financial advisor that can best meet your needs, create a plan that will help you gather the information you need to make an informed choice.

Reasons to Work with a Financial Advisor

Even if you have the time and inclination to take on your own financial planning and investing, there are situations for which hiring a financial advisor may be a better option.

The LPL Advisor Difference

Cliché as it sounds, all financial advisors aren’t the same. Objectivity, experience, values, and access to LPL Financial’s vast resources are among the factors that we believe set LPL advisors apart.

What’s Your Idea of the “Best” Financial Advisor?

To determine if an LPL Financial advisor is the best financial advisor for you, think about what you need and then create a profile of your ideal advisor.

RESEARCH

Two Areas of Interest for Investors: Utilities and Real Estate | LPL Street View

Dr. Jeffrey Roach, LPL Financial’s Chief Economist, shares the diversity within the commercial real estate market and the unique impact of AI on utilities.

Tracking: #579512

How’s it Going? Depends on Who You Ask | Weekly Market Commentary | May 20, 2024

How’s it Going? Depends on Who You Ask | Weekly Market Commentary | May 20, 2024

Since millions of homeowners refinanced mortgages to extremely low rates a few years ago, the economy is less sensitive to interest rate policy. In fact, the Jackson Hole Economic Policy Symposium sponsored by the Kansas City Federal Reserve in August will debate the effectiveness and transmission of monetary policy because of these post-COVID-19 dynamics, likely revealing important investment implications.

Preferred Securities: Still Our Preferred Non-Core Bond Sector | Weekly Market Commentary | May 13, 2024

Preferred Securities: Still Our Preferred Non-Core Bond Sector | Weekly Market Commentary | May 13, 2024

It continues to be a challenging environment for a lot of fixed income markets, especially higher quality markets. With the Federal Reserve (Fed) seemingly unlikely to lower interest rates until after the summer months (at the earliest), the “higher for longer” narrative has kept a lid on any sort of bond market rally. And while falling interest rates help provide price appreciation in this higher-for-longer environment, fixed income investors are likely better served by focusing on income opportunities. That’s where preferreds come in. With yields still elevated relative to history, we think preferred securities are an attractive option for income-oriented investors.

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