Archive for December 2024
AEWM Wealth Report: Taxes and Your Portfolio
Download PDF Version Choose investments and investment vehicles based on your specific goals. You also can make strategic choices that can help minimize your tax obligations and maximize returns. Overview Tax-minimizing strategies are available to everyone, not just billionaires. There are many ways to potentially reduce your tax bill on investment gains and income —…
Read MoreAE Wealth Management: Weekly Market Insights | 12/22/24 – 12/28/24
Weekly Market Commentary THE WEEK IN REVIEW: Dec. 22-28, 2024 Markets lose some fizz after Christmas The market found its footing after the disappointment following the most recent Federal Reserve meeting. We recovered most of the losses and were right back to the levels we were at just prior to the Fed telling us not…
Read MoreAE Wealth Management: Weekly Market Insights | 12/15/24 – 12/21/24
Weekly Market Commentary THE WEEK IN REVIEW: Dec. 15-21, 2024 You’re a mean one, Mr. Powell Federal Reserve Chair Jerome Powell played the Grinch last week by signaling the Fed would be less aggressive in its approach to lowering interest rates in the coming year, even though it delivered an anticipated quarter-point (0.25%) cut at…
Read MoreAE Wealth Management: Market Minute 12/18/24 — Markets Pull Back in Response to Fed Announcement
Market Minute December 18, 2024 Markets experienced steep declines Wednesday, with the Dow falling 1,123 points, the S&P 500 losing 2.9%, and the Nasdaq sliding 3.6%.1 These one-day losses rattled investors as the Federal Reserve revealed a more conservative approach to interest rate cuts for 2025. The Fed announced its third rate cut of the…
Read MoreAE Wealth Management: Weekly Market Insights | 12/8/24 – 12/14/24
Weekly Market Commentary THE WEEK IN REVIEW: Dec. 8-14, 2024 Nasdaq closes above 20,000 As we forecasted a few weeks ago in this commentary, the Nasdaq closed above 20,000 points before year-end, driven primarily by Big Tech.1 Still, last week was mostly weak as we were down four out of five days. Despite those down…
Read MoreAE Wealth Management: Weekly Market Insights | 12/1/24 – 12/7/24
Weekly Market Commentary THE WEEK IN REVIEW: Dec. 1-7, 2024 Markets providing early holiday joy It was hard to find anything to complain about last week, unless the suddenly colder weather made the low-tire light on your dashboard come on. But is that really a problem — or do we just need something to complain…
Read MoreAE Wealth Management: Weekly Market Insights | 11/24/24 – 11/30/24
Weekly Market Commentary THE WEEK IN REVIEW: November 24-30, 2024 Has the Santa Claus rally started? The market continued to climb during the short trading week, with only an interruption on Wednesday after the Federal Reserve’s preferred inflation measure showed inflation is moving sideways.1 This data sparked debate (again) about the pace and magnitude of…
Read MoreAEWM Wealth Report – Start the New Year Off Right
Download PDF Version What are your financial goals for the coming year? The beginning of a new year is a good time to look at shoring up weak spots and simplifying your financial plan. Overview At the end of every December, we celebrate and hope for a healthy and prosperous new year, but we never…
Read More