The ACP Solo Advisor Retreat is an annual gathering for Solo (and other) Advisors to learn, share, and connect virtually. Join your colleagues on Wednesday, January 22 from 10:45 AM eastern until approximately 5:00 PM, and resume Thursday, January 23 from 11:00 AM through 4:00 PM. View event...
01-22-2026 | 10:00 AM - 04:00 PM ET
ACP Certified Member Keith Spencer was quoted in this Kiplinger article titled 'Donating Stock Instead of Cash Is the 2-for-1 Deal You'll Love at Tax Time', where he discusses how giving appreciated stock or using a donor-advised fund (DAF) this year would be smarter than writing a check to...
ACP Certified Member Zach Teutsch was quoted in an Investopedia article titled 'How To Compare Your Finances Against Your Peers in a Healthy Way', providing simple strategies for comparing you finances to others in an effective way: “As humans, we are a social species, using the cues from those...
ACP founder Bert Whitehead was featured in an article published in the Boulder Daily Camera discussing how investors can determine where they are on the wealth ladder, where financial advisor David Gardner highlights Whitehead's book, 'Why Smart People Do Stupid Things with Money'. The book...
Please join us and ACP partner Libretto on Tuesday, December 2nd hosted by CEO & Founder Jeffery Coyle! A financial advisor's most important delivery is advice. While our industry has made strides in packaging "risk tolerance portfolios" and "probability of success plans" into sleek...
12-02-2025 | 04:00 PM - 05:00 PM ET
ACP Certified Member Zach Teutsch was quoted in a CNBC article titled 'How to know when a robo-advisor makes sense — and when a human financial advisor should step in', noting areas of expertise where a human financial advisor can go above and beyond a robo-advisor, including investment...
ACP Certified Member Zach Teutsch was quoted in a CNBC article titled '‘Trump accounts’ come with a $1,000 baby bonus. Then the rules get complicated, tax experts say', weighing in on the child savings accounts included in Trump's Big Beautiful Bill: “If the government is giving you free money,...
ACP Certified Member Elizabeth Buffardi was quoted in a USA Today article titled 'That baseball card collection? You need an estate plan for it.', providing tips on how to handle collections in estate plans, documenting your collection, considering insuring your collection, communicating with...