Archive for July 2025
AE Wealth Management passes $40 billion in assets
On Monday, AE Wealth Management, a wealth management firm out of Topeka, announced it has over $40 billion in assets under its management. According to a press release from AE Wealth Management, the company has drastically grown since its inception in 2016. In 2023, the company reported having over $19 billion in assets.
Read MoreAE Wealth Management: Weekly Market Insights | 7/20/25 – 7/26/25
Weekly Market Commentary THE WEEK IN REVIEW: July 20-26, 2025 Records keep rolling Another week, another set of records. The S&P 500 and Nasdaq kept the winning streak alive, notching fresh highs for the second consecutive week.1,2 The Dow wasn’t left behind, gaining 1.26% and sitting just under highs from earlier in the year.3 What’s…
Read MoreGOOGL ‘Resilient’ Despite AI Competition, TSLA ‘Road Map’ Coming from Musk?
Ben Sullivan reacts to Alphabet (GOOGL) earnings. He notes that capex is expected to rise for Google but thinks that will translate to strength down the road. “They’re resilient,
Read MoreHow Advisers Can Steer Their Clients Through Market Volatility (and Strengthen Their Relationships)
Market volatility can trigger powerful emotional responses in investors, often leading to rash decisions that compromise long-term financial health.
Read MoreAE Wealth Management: Weekly Market Insights | 7/13/25 – 7/19/25
Weekly Market Commentary THE WEEK IN REVIEW: July 13-19, 2025 The drama continues It feels like we’ve been writing about this every week for the last six months, but once again, President Donald Trump says he wants to fire Federal Reserve Chair Jerome Powell because interest rates are “artificially high.”1 Last week opened another chapter…
Read MoreAE Wealth Management: Weekly Market Insights | 7/6/25 – 7/12/25
Weekly Market Commentary THE WEEK IN REVIEW: July 6-12, 2025 It’s like déjà vu all over again The third quarter of 2025 is starting out with some eerie parallels to the way the second quarter opened. But so far, markets are a little more chill than they were in April. Back then, markets were jarred…
Read MoreAE Wealth Management Quarterly Market Report for Q2 2025
VIEW PDF VERSION Markets navigated tariff uncertainties and policy shifts in Q2, eventually stabilizing despite initial volatility. Economic data remains mixed, while increased volatility could lie ahead in the second half of the year. The second quarter of 2025 proved to be a defining period for markets as investors worked through the realities of policy…
Read MoreAE Wealth Management: Weekly Market Insights | 6/29/25 – 7/5/25
Weekly Market Commentary THE WEEK IN REVIEW: June 29-July 5, 2025 “Big Beautiful Bill” signed into law Now that President Donald Trump has signed the sweeping reconciliation bill into law, the markets can take that potential unknown off the table and adapt to a new landscape.1 This does not mean the bill is perfect, that…
Read MoreAEWM Wealth Report: Protecting Yourself From Cybercrime
Download PDF Version Eight tips for preventing hackers from stealing your money and identity. Key Takeaways Overview As digital payment platforms become more widespread, hackers are looking to take a cut of the action. Around 65% of U.S. adults say they use a digital form of payment at least once a month, and in 2024,…
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