Month: October 2025

Debunking Three Myths About Defined Outcome ETFs (aka Buffered ETFs)

October 28, 2025

AE Wealth Management: Weekly Market Insights | 10/19/25 – 10/25/25

October 27, 2025

Weekly Market Commentary THE WEEK IN REVIEW: Oct. 19-25, 2025 Government remains shut, earnings keep markets motoring There doesn’t appear to be any end in sight for the government shutdown yet. Some people had hoped to see a softening of rigid positions and movement toward a deal for reopening the government after the “No Kings”…

AE Wealth Management: Weekly Market Insights | 10/12/25 – 10/18/25

October 20, 2025

Weekly Market Commentary THE WEEK IN REVIEW: Oct. 12-18, 2025 Trump softens on China After President Trump’s Oct. 1 announcement that we would begin imposing tariffs on Chinese imports and the subsequent ugly sell-off on Oct. 9, markets came back last week but not quite to the levels we saw prior to the renewed Chinese…

AE Wealth Management: Weekly Market Insights | 10/5/25 – 10/11/25

October 13, 2025

Weekly Market Commentary THE WEEK IN REVIEW: Oct. 5-11, 2025 The streak is snapped It was bound to happen sooner or later — the market’s winning streak was snapped last week. The downward move came amid fears of a reescalation of global trade tensions and rising concerns around the impacts of a prolonged government shutdown.…

AE Wealth Management: Weekly Market Insights | 9/28/25 – 10/4/25

October 6, 2025

Weekly Market Commentary THE WEEK IN REVIEW: Sept. 28 – Oct. 4, 2025 Government shuts down — what’s next? It seems there’s always a crisis somewhere these days. This year alone, we’ve endured the tariffs, the Big Beautiful Bill drama and multiple international flare-ups. Now we have the government shutdown, which started on Oct. 1.1…

AE Wealth Management Quarterly Market Report for Q3 2025

October 3, 2025

Markets reached new highs in Q3 as the One Big Beautiful Bill passed and the Fed cut rates. Despite policy uncertainties and mixed economic signals, disciplined investors were rewarded with solid performance. The third quarter of 2025 delivered on the promise of reduced volatility compared to the first half of the year, though significant developments…

AEWM Wealth Report: Your Money, Your Values: Aligning Your Financial Plan With What Matters Most to You

October 1, 2025

Download PDF Version Values-based financial planning helps align your investment strategy with what matters most to you, creating a sustainable approach to wealth building that goes beyond chasing returns. Overview Picture this: You’re at a neighborhood barbecue, and the conversation inevitably turns to money. Someone mentions their latest stock pick that’s “guaranteed” to double in…