Archive for January 2022
AE Wealth Management: Weekly Blog Insights | 1/22-1/29/22
The markets take a wild ride! The market continued its volatile ride last week, with massive swings before and after the Federal Reserve’s announcement. (More on that below.) We had major gyrations as various factors weighed on a market that’s desperately seeking consensus. After wiping out a 1,000-point drop on Monday, the wildness continued with…
Read MoreAE Wealth Management Hires Shawn Scholz as Chief Compliance Officer
AE Wealth Management: Weekly Market Insights | 1/16-1/22/22
Market volatility continues as Fed tightening looms Despite a holiday-shortened week, the market managed to do a significant amount of damage last week. The yield on the 10-year Treasury approached 1.9% before cooling off to 1.75%, but it’s still a lot closer to 2% than not. All this forced technology stocks into a tailspin, with…
Read MoreAE Wealth Management: Six 401(k) Strategies | Blog
6 STRATEGIES TO MAKE YOUR 401(K) PLAN WORK HARDER Download PDF Version Here If your employer offers a 401(k) plan, that’s the easiest way to save for retirement. But maximizing its potential may take a little more work. Overview You work, you save, you invest. But the key to every investment is how…
Read MoreAE Wealth Management: Weekly Blog Insights | 1/9-1/15/22
Inflating Inflation Inflation numbers keep setting the wrong kinds of records. Last week’s inflation data showed consumer prices rose 7.0% over the past year, the largest 12-month gain since June 1982. Core inflation — which doesn’t include food and energy — rose 5.5%, the most since 1991, while core producer prices were up 9.7% year…
Read MoreLisa Becker selected for Leadership Greater Topeka
AE Wealth Management Promotes Dane Brinker to VP | Blog
AE Wealth Management Promotes Dane Brinker to VP of Wealth Management (Topeka, Kansas – April 10, 2021) – AE Wealth Management (AEWM) has promoted Dane Brinker to Vice President of Wealth Management. Brinker joined Advisors Excel as a Relationship Manager in 2015. He moved to the wealth side after AEWM was founded in 2016, initially…
Read MoreAE Wealth Management Promotes Alexis Burchett to VP | Blog
AE Wealth Management Promotes Alexis Burchett to VP of Wealth Management (Topeka, Kansas – April 10, 2021) – AE Wealth Management (AEWM) has promoted Alexis Burchett to Vice President of Wealth Management. Burchett brings nearly a decade of experience in the financial industry to her role as VP. She originally joined AEWM in 2016 as…
Read MoreAE Wealth Management Hosts Wealth Elite Symposium | Blog
AE Wealth Management Hosts Wealth Elite Symposium 2021 Annual industry event attended by 100 top advisor firms (Topeka, Kansas – July 20, 2021) – AE Wealth Management (AEWM) hosted 100 top financial advisors at the 2021 Wealth Elite Symposium (WES). The annual three-day event was held in Louisville, Kentucky, in early July. WES brings…
Read MoreAE Wealth Management Quarterly Market Report for Q4-2021
A DRAMATIC FINISH TO THE YEAR Overall, the final quarter of 2021 was a strong one, with markets hovering near record highs for a good portion of October and early November. The quarter wasn’t without drama, however. In late November, markets experienced their worst day of the year after a new COVID-19 variant was identified…
Read More