AEWM Wealth Report – Giving the Gift of Organization

Download PDF Version Giving the Gift of Organization Make it easy for loved ones to find important documents with this handy checklist. Do your loved ones know where your important documents are located or whom to call for help after you’re gone? Use this checklist to get organized. Overview From a birth certificate and driver’s…

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AE Wealth Management: Weekly Market Insights 9/18/22 – 9/24/22

VIEW PDF VERSION Weekly Market Commentary THE WEEK IN REVIEW: Sept. 18-24 Fed hammers away with a third consecutive 75-basis-point hike and equity markets reel After the August consumer price index (CPI) number absolutely crushed all hope of the Federal Reserve pausing rate increases after its September meeting, the market asked a grimmer question: Would…

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AE Wealth Management: Weekly Market Insights 9/11/22 – 9/17/22

VIEW PDF VERSION Weekly Market Commentary THE WEEK IN REVIEW: Sept. 11 – 17 Inflation fears intensify, drive markets down Domestic stocks fell sharply last week, as inflation fears intensified and short-term bond yields reached levels last seen in 2007. The S&P 500 recorded its largest weekly drop since mid-June, while the Dow tumbled 1,200…

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AEWM Wealth Report – Stagflation Nation

Download PDF Version Stagflation Nation Ongoing elevated inflation plus slow economic growth could lead to prolonged “stagflation” in the U.S. Overview Stagflation. It’s a funny word, but there’s really nothing funny about it. The mashup of “stagnant and inflation” is used to denote a period of slow economic growth combined with elevated inflation — a…

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AE Wealth Management: Market Minute | 9/13/22

Inflation Data Blows Up Market’s Narrative CLICK here for downloadable PDF Until today, the market was self-indulging in the thought that we had reached “peak” inflation and that the Federal Reserve’s hawkishness was all smoke and mirrors. Markets reasoned that inflation would continue to decline and a Fed that appears predisposed to be dovish would…

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AE Wealth Management: Weekly Market Insights 9/4/22 – 9/10/22

VIEW PDF VERSION Weekly Market Commentary THE WEEK IN REVIEW: Sept. 4 – Sept. 10 Markets finish positive and Fed stays the course Fed stays the course as the ECB joins the rate-hiking party Last week was up and down as the markets focused on a shred of positive comments from Federal Reserve Vice Chair…

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AE Wealth Management: Weekly Market Insights 8/28/22 – 9/3/22

VIEW PDF VERSION Weekly Market Commentary THE WEEK IN REVIEW: Aug. 28 – Sept. 3 Markets continue downward slide Jobs reports reinforce Fed’s interest rate stance After Federal Reserve Chairman Jerome Powell’s speech at Jackson Hole on Aug. 26 sent markets sharply lower, the selling continued last week with the S&P 500 dropping below 4,000.…

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AEWM Wealth Report – The Inflation Reduction Act

Download PDF Version The Inflation Reduction Act Many of the provisions in the Inflation Reduction Act may impact the cost of living for older Americans. Some of those changes include lower prescription costs and decreased Medicare premiums. Overview President Joe Biden signed the Inflation Reduction Act (IRA) into law on Aug. 16, 2022. While the primary…

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