Archive for January 2026
AEWM Wealth Report: Planning for Long-Term Care Costs
Download PDF Version Many Americans will need some type of caregiving assistance, whether it’s from a home health aide, a family member or a nursing home. The challenge retirees face is how to pay for that care, regardless of who provides it. A Few Key Takeaways: Overview Have you considered how the cost of paid…
Read MoreAE Wealth Management Quarterly Market Report for Q4 2025
The fourth quarter delivered record highs, a government shutdown, sharp volatility and a late-year recovery. Despite turbulence, patient investors were rewarded as markets regained momentum heading into 2026. The final quarter of 2025 capped off an already eventful year with another round of headlines, uncertainty and sharp market moves. After navigating tariff shocks, shifting economic…
Read MoreAE Wealth Management: Weekly Market Insights | 12/28/25 – 1/3/26
Weekly Market Commentary THE WEEK IN REVIEW: Dec. 28, 2025 – Jan. 3, 2026 S&P 500 fails to reach 7,000 but still has above average year! The market petered out in the final week of 2025, and we failed to reach the 7,000 level on the S&P 500.1 Thanks to a shorter week due to…
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