Archive for December 2023
AEWM Wealth Report – Retirement Accounts & RMDs
Retirement Accounts & RMDs Download PDF Version RMDs are crucial for retirement account owners age 73 and older Some qualified retirement account owners are surprised that the IRS requires them to take a certain amount from their accounts each year. Including required minimum distributions in your financial plan can help you avoid higher taxes and…
Read MoreAE Wealth Management: Weekly Market Insights | 12/17/23 – 12/23/23
Weekly Market Commentary THE WEEK IN REVIEW: Dec. 17-23, 2023 Finishing 2023 strong With one more week to go in 2023, U.S. equity markets are on a winning streak. Last week got off to a strong start, as San Francisco Federal Reserve Bank President Mary Daly said in an interview with the Wall Street Journal…
Read MoreAE Wealth Management: Weekly Market Insights | 12/10/23 – 12/16/23
Weekly Market Commentary THE WEEK IN REVIEW: December 10-16, 2023 Markets hit new highs as we accelerate into year-end Markets had a great week as they awaited inflation numbers and the decision from the final Federal Reserve meeting of the year. Let’s just say the data and the meeting did not disappoint. We started the…
Read MoreAE Wealth Management: Weekly Market Insights | 12/3/23 – 12/9/23
Weekly Market Commentary THE WEEK IN REVIEW: December 3-9, 2023 Markets resume upward momentum as we near year-end Markets had a decent week after a slow start. After the ADP employment report, Job Openings and Labor Turnover Survey (JOLTS) and Bureau of Labor Statistics (BLS) employment situation summary — aka “nonfarm payrolls” — all showed…
Read MoreAEWM Wealth Report – Charitable Giving Strategies Almost Everyone Can Use
Download PDF Version You don’t have to be super wealthy to become philanthropic. And when you give, it doesn’t just benefit the recipient — you and your heirs can also benefit through possible tax and estate reductions. Overview “No one has ever become poor by giving.” -Anne Frank Charitable giving is a tradition as old…
Read MoreAE Wealth Management: Weekly Market Insights | 11/26/23 – 12/2/23
Weekly Market Commentary THE WEEK IN REVIEW: Nov. 26 – Dec. 2, 2023 November was a good month for markets Christmas came early this year for investors. Colloquially known as a “Santa Claus rally,” the market experienced an upward bounce in the latter half of November. On the equities side, the S&P 500 and Nasdaq…
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