Archive for July 2024
AEWM Wealth Report – Estate and Legacy Planning Isn’t For You – It’s For Your Loved Ones
Download PDF Version No matter their age or net worth, every adult can benefit from planning for what happens with their assets when they die. There are many components involved, and it can be a highly emotional process – but it’s worth knowing your loved ones can focus on more important things after you’re gone.…
Read MoreAE Wealth Management: Weekly Market Insights | 7/21/24-7/27/24
Weekly Market Commentary THE WEEK IN REVIEW: July 21-27, 2024 Up, down and all around Mid-week market mayhem was unleashed last week, as the major indexes dropped significantly off their record highs after disappointing earnings reports from some of the tech giants. The S&P sold off more than 2% on Wednesday, its largest one-day drop…
Read MoreAE Wealth Management: Market Minute 07/25/24 — Markets move downward as tech earnings disappoint
Market Minute July 25, 2024 Markets moved down significantly on Wednesday. The S&P 500 and Nasdaq both had their worst one-day decline since 2022, while the Dow dropped 504 points. The primary culprit? Disappointing second-quarter earnings from tech giants such as Tesla and Alphabet (Google’s parent company). To give some perspective, this drop seemed inevitable considering…
Read MoreAE Wealth Management: Weekly Market Insights | 7/14/24-7/20/24
Weekly Market Commentary THE WEEK IN REVIEW: July 14-20, 2024 The wheel in the sky keeps on turnin’ … There’s some spinning and turning going on and we don’t know where we’ll be tomorrow. Last week, we continued to see a major rotation from high-flying tech and growth stocks to what has been called the…
Read MoreAE Wealth Management: Weekly Market Insights | 7/7/24-7/13/24
Weekly Market Commentary THE WEEK IN REVIEW: July 7-13, 2024 July surprise? Last week, this section was titled “September surprise,” as the chatter in the market was all around the Federal Reserve possibly making a rate cut in September. With unemployment over 4%, all we needed was an improving inflation picture to make markets’ expectations…
Read MoreAE Wealth Management: Weekly Market Insights | 6/30/24 – 7/6/24
Weekly Market Commentary THE WEEK IN REVIEW: June 30 – July 6, 2024 September surprise? Market trading was dramatically curtailed last week with an early close on Wednesday and markets closed for the Fourth of July holiday on Thursday. Friday was muted, but a lot went on despite the shortened week and light trading. Federal…
Read MoreMid-Year Investment Outlook 2024
CLICK HERE for a downloadable PDF version of the Mid-Year Outlook Markets exited 2023 and entered 2024 on an upward trend, and that trend has continued as we head into the second half of the year. The past six months have been a welcomed change from the first half of 2023, which was fraught with…
Read MoreAE Wealth Management Quarterly Market Report for Q2-2024
VIEW PDF VERSION The Fed continued to whittle away at rate-cut expectations in the second quarter. The economy showed signs of weakening, but other data stayed strong. Markets shrugged off the mixed messages to reach fresh new highs in June. A Short Stumble Followed by Record Highs After closing at record levels at the end…
Read MoreLife Beyond the Paycheck
Download PDF Version Knowing you have a regular and consistent source of income waiting for you in retirement can help create confidence and make it easier to make the jump from employee to retiree. Overview What happens when the paychecks stop coming? That’s the question for many people approaching retirement age. Most of us will…
Read MoreAE Wealth Management: Weekly Market Insights | 6/23/24 – 6/29/24
Weekly Market Commentary THE WEEK IN REVIEW: June 23-29, 2024 Inflation and GDP spark rate-cut chatter Last week was pretty quiet. The market meandered through mid-week as we awaited the final reading of first-quarter gross domestic product (GDP) on Thursday plus inflation and payroll numbers for May on Friday. The final reading of first-quarter GDP…
Read More