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

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…

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AE Wealth Management Quarterly Market Report for Q3 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…

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

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…

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