Archive for December 2022
AE Wealth Management: Weekly Market Insights | 12/18/22 – 12/24/22
VIEW PDF VERSION Weekly Market Commentary THE WEEK IN REVIEW: Dec. 18 – Dec. 24 Confidence? Not so much. As expected, last week was pretty quiet just before Christmas, with a decided negative tilt. Wednesday was a strong day; consumer confidence came in at 108.3, up from 100.2 in November and well in excess of…
Read MoreAE Wealth Management: Weekly Market Insights | 12/11/22 – 12/17/22
VIEW PDF VERSION Weekly Market Commentary THE WEEK IN REVIEW: Dec. 11 – 17 Dr. Jerome, Mr. Powell In typical Dr. Jekyll-Mr. Hyde fashion, Federal Reserve Chair Jerome Powell first gave markets hope that after the Fed raised rates at its final meeting of 2022, they might pause to watch what a 4.25% Fed Funds…
Read MoreAE Wealth Management: Weekly Market Insights | 12/4/22 – 12/10/22
VIEW PDF VERSION Weekly Market Commentary THE WEEK IN REVIEW: Dec. 4 – 10 Markets wait for the Fed Markets blew off some steam early last week as they tried to settle into a happy place in advance of the Federal Reserve meeting this week. The week prior, markets ripped upward on Federal Reserve Chairman…
Read MoreAEWM Wealth Report – Splitting Stocks
Download PDF Version Splitting Stocks Investors get more shares for their money with a stock split. Stock splits can be a good way for companies to lower share prices, making their stock more affordable for potential investors. Current shareholders can also benefit by getting more shares with the same total value. Overview Amazon. Shopify. Tesla.…
Read MoreAE Wealth Management: Weekly Market Insights | 11/27/22 – 12/3/22
VIEW PDF VERSION Weekly Market Commentary THE WEEK IN REVIEW: Nov. 27 – Dec. 3 Powell steps up and props up wavering markets Last week started a little shaky. In the U.S., the supposedly averted railroad strike suddenly was still on. There was also growing civil unrest in China, as the zero-COVID policy and lockdowns…
Read MoreAEWM Wealth Report – Tax Changes for the New Year
Download PDF Version Tax Changes for the New Year Tax brackets, standard deductions and retirement contributions increased for inflation. New tax laws are set to take effect on Jan. 1. Tax brackets have expanded, while standard deductions and contribution limits to retirement accounts are higher. Gift tax limits and estate tax exclusion limits have also…
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