Month: November 2021
YEAR-END TAX STRATEGIES: GIFT IT, GIVE IT, GAIN IT, LOSE IT, MAX IT, USE IT Download PDF Version Here Tax-minimizing strategies, such as 401(k) plan contributions, RMDs and direct IRA-to-charity donations, must occur by year end. Overview In September, the White House published a report estimating that from 2010 to 2018, the 400…
Vaccine mandate on hold The Occupational Safety and Health Administration (OSHA) announced last week it would be suspending enforcement of the administration’s vaccine mandate for firms with 100 or more employees. The mandate — hailed by some as an effective tool to get more people vaccinated and by others as unconstitutional — is now in…
Consumers are priced out The headline pretty much says it all: “Latest inflation reading hits highest level in three decades.” Last week’s Consumer Price Index (CPI) report showed that prices jumped 6.2% between October 2020 andOctober 2021, outpacing expectations of a 5.9% increase. Consumers are definitely taking notice; the largest increases since the September report…
WHAT IS SYSTEMATIC FIXED-INCOME INVESTING? Download PDF Version Here In recent years, fixed-income money managers have begun using systematic investing as an active management strategy to help meet risk, reward and diversification objectives. Overview Given the current environment of stubborn inflation and a frustrated labor market, the overall environment does not bode well…
The Fed makes its move The much-telegraphed taper was announced after the Federal Reserve concluded its meeting lastWednesday. Markets didn’t seem to notice the very real fact that additional liquidity would be removed to the tune of $15 billion per month. Remember, the Fed was adding $120 billion total per month in quantitative easing; at…
Screeching to a halt! After growing by 6.3% in the first quarter and 6.7% in the second, gross domestic product (GDP) growth slowed significantly during the third quarter. Expectations were initially at +3.5% but dropped as the day for reporting grew closer. We landed at 2.0% growth for Q3 — an overall increase, but a…
AE Wealth Management: Weekly Blog Insights | 11/21-11/27/21
Out of Africa As far as movies go, the phrase “Out of Africa” is fantastic. But when related to a new and more dominant mutated strain of coronavirus? Not so much. News of the Omicron variant led to European Union countries and Israel curtailing travel from southern Africa. U.S. markets got spooked, with the Dow…
Read More about AE Wealth Management: Weekly Blog Insights | 11/21-11/27/21