Archive for April 2024
AEWM Wealth Report – On the Road Again
Download PDF Version Summer is a popular time to take off on a vacation. The more you plan ahead of time, the more likely you’ll be able to enjoy yourself while you’re gone and return home without lingering financial concerns in your wake. Overview Planning an upcoming trip? You’re not alone — nearly 85% of…
Read MoreAE Wealth Management: Weekly Market Insights | 4/21/24 – 4/27/24
Weekly Market Commentary THE WEEK IN REVIEW: April 21-27, 2024 April showers continue After a strong start to the week, markets took another tumble as first-quarter gross domestic product (GDP) decelerated much more steeply than anticipated on Thursday. The Dow was down over 700 points at one point and the S&P 500 was down over…
Read MoreAE Wealth Management: Weekly Market Insights | 4/14/24 – 4/20/24
Weekly Market Commentary THE WEEK IN REVIEW: April 14-20, 2024 It was a bad month last week The market’s pain continued last week, as Federal Reserve speakers doused hopes of coming rate cuts in the face of persistent inflation and continued strength for the economy and jobs. Adding to market misery was the anticipation of…
Read MoreAE Wealth Management: Weekly Market Insights | 4/7/24 – 4/13/24
Weekly Market Commentary THE WEEK IN REVIEW: April 7-13, 2024 Inflation accelerates, jobs stay strong and rate cut expectations implode Markets had a rough week as the Consumer Price Index (CPI) and Producer Price Index (PPI) readings didn’t show signs of slowing inflation. Instead, inflation has crept slowly back up after dropping to 3.0% in…
Read MoreAE Wealth Management: Weekly Market Insights | 3/31/24 – 4/6/24
Weekly Market Commentary THE WEEK IN REVIEW: March 31 – April 6, 2024 Markets pull back slightly from record highs After hitting record highs in late March, markets pulled back a bit last week. Stocks moved lower after the March Institute for Supply Management’s (ISM) manufacturing reading came in higher than expected and indicated slight…
Read MoreAEWM Wealth Report – Money and Memory
Download PDF Version While no one can predict who might experience dementia in their later years, it’s prudent to include the possibility as you’re building your long-term financial plan. Overview We’ve all had them: Moments when we’ve walked into a room and forgotten what we came in for. Or saw someone out and about and…
Read MoreAE Wealth Management Quarterly Market Report for Q1-2024
VIEW PDF VERSION Markets marched upward through the first quarter, despite altered expectations about interest rate cuts this year. However, volatility could be lurking in the near future amid softening jobs data, stubborn inflation and an approaching election cycle. A Strong Start to the Year The momentum from 2023 carried over into the new year,…
Read MoreAE Wealth Management: Weekly Market Insights | 3/24/24 – 3/30/24
Weekly Market Commentary THE WEEK IN REVIEW: March 24-30, 2024 Best quarter in five years for U.S. stocks The first quarter of 2024 will go down as the best quarter for U.S. stocks since 2019. When the smoke cleared, the S&P 500 was up over 10%, the Nasdaq gained 9% and the Dow was up…
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