Archive for January 2025
AE Wealth Management: Weekly Market Insights | 1/19/25 – 1/25/25
Weekly Market Commentary THE WEEK IN REVIEW: January 19-25, 2025 Was it something he said? Markets continued their advance last week after being closed in observance of Martin Luther King, Jr.’s birthday on Monday — the same day that the new Trump administration assumed office in Washington, D.C. As soon as markets opened on Tuesday,…
Read MoreAE Wealth Management: Weekly Market Insights | 1/12/25 – 1/18/25
Weekly Market Commentary THE WEEK IN REVIEW: Jan. 12-18, 2025 Markets perk up ahead of the inauguration After a fresh dose of optimism, some strong earnings and the inflation reports for December (which weren’t great but also weren’t horrible), the markets took off last week and reversed the recent slide to close out their best…
Read MoreAE Wealth Management: Weekly Market Insights | 1/5/25 – 1/11/25
Weekly Market Commentary THE WEEK IN REVIEW: Jan. 5 – 11, 2025 Holiday joy didn’t linger into January Well, that was not an auspicious beginning to the year. The U.S. stock market retreated in the first full week of 2025 after starting off on an optimistic note due to speculation about softer Trump administration tariffs.…
Read MoreAE Wealth Management Quarterly Market Report for Q4 2024
VIEW PDF VERSION Markets pushed higher in the fourth quarter, marking new record highs. Talk to your advisor about ways to help harness growth and position yourself for new opportunities in 2025. A Year to Remember The fourth quarter of 2024 brought a decisive end to a year of significant market achievements and continued economic…
Read MoreAE Wealth Management: Weekly Market Insights | 12/29/24 – 1/4/25
Weekly Market Commentary THE WEEK IN REVIEW: Dec. 29, 2024 – Jan. 4, 2025 Markets limp into 2025 After ending its best two-year stretch from 1997 to 1998, the markets began 2025 much the same way they ended 2024.1 As we closed out the year, we expected money managers to engage in some profit-taking and…
Read MoreAEWM 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 —…
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