Month: March 2022
Beware of Stereotypical Investor Mistakes The Wealth Report by AE Wealth Management Download PDF Version Here Learn to recognize common investor blunders to avoid them in the future. Overview The first quarter of 2022 has brought more turbulence to the financial markets. On the heels of the omicron outbreak, inflation continued to surge and Russia…
VIEW PDF VERSION Ukraine situation grows grimmer, oil rise stalls and the markets breathe a sigh of relief More horrific images came out of Ukraine this week, as Ukrainian President Volodymyr Zelenskyy made an impassioned appeal to the U.S. Congress for more aid in his country’s fight against Russia. As we enter the fourth week…
Mixing Work Income With Social Security Benefits The Wealth Report by AE Wealth Management Download PDF Version Here Social Security withholding and tax rules related to earning income during retirement are not simple, but there are strategies that can help optimize your situation. Overview Up until COVID-19, there was a solid trend of people continuing…
VIEW PDF VERSION Markets have a wild week but still grind lower Monday was ugly as oil touched $130 per barrel. Then Wednesday saw a significant decline in oil, and markets shot up more than 650 points while the Job Openings & Labor Turnover Survey (JOLTS) data showed we are still near record levels of…
VIEW PDF VERSION State of the Union comes and goes while Russia-Ukraine conflict continues with no end in sight The State of the Union address last Tuesday really didn’t provide anything new for the markets to react to (which may be a good thing). President Joe Biden included a rehash of the plan for moving…
NEW RMD RULES FOR 2022 The Wealth Report by AE Wealth Management Download PDF Version Here New IRS tables are designed to decrease the amount of required minimum distributions (RMDs) going forward. Overview Retirement income savings plans, such as an employer 401(k), 403(b) plan and the traditional IRA, permit investors to contribute earned income on…
The 2022 State of the Union address didn’t offer anything new regarding relief from higher energy prices or soaring inflation, support for Ukraine, or new government spending other than a re-hash of the Build Back Better agenda. Meanwhile, oil cracked $110 per barrel before easing back to about $108 per barrel, a significantly higher number…
AE Wealth Management: Weekly Blog Insights | 3/20-3/26/22
VIEW PDF VERSION Is the Fed about to go on the offensive in the war against inflation? “Wall Street Worries That Fed Was Behind the Curve on Inflation.” That’s the headline from a Reuters article released Friday — and it sounds an awful lot like what we’ve been saying for a while now. The article…
Read More about AE Wealth Management: Weekly Blog Insights | 3/20-3/26/22