Month: August 2026

10 Lessons From 10 Years of Independence

August 25, 2026

This content is for informational purposes only and is not intended as financial advice or advice designed to meet the needs of any particular situation. All investments are subject to risk including the potential loss of principal. The information contained in this material is believed to be reliable, but accuracy and completeness cannot be guaranteed;…

S&P 500 Sets Record as US Markets Eye CPI After Strongest Week Since April

August 25, 2026

This content is for informational purposes only and is not intended as financial advice or advice designed to meet the needs of any particular situation. All investments are subject to risk including the potential loss of principal. The information contained in this material is believed to be reliable, but accuracy and completeness cannot be guaranteed;…

Wall Street Morning Report: Non-Farm Payrolls Surprise Sparks Rate Cut Trades, Lightwave Begins to Steal Storage Spotlight, ‘Short Storage, Long Light’ Becomes New Battleground

August 25, 2026

This content is for informational purposes only and is not intended as financial advice or advice designed to meet the needs of any particular situation. All investments are subject to risk including the potential loss of principal. The information contained in this material is believed to be reliable, but accuracy and completeness cannot be guaranteed;…

AE Wealth Management: Weekly Market Insights | 8/16/26 – 8/22/26

August 24, 2026

Weekly Market Commentary THE WEEK IN REVIEW: Aug. 16-22, 2026 $40 trillion and counting The U.S. national debt surpassed $40 trillion last week.1 And markets, which have been ignoring pretty much everything lately, suddenly woke up and took notice of the number.2 That’s what happens when we hit any milestone; we’re not really different on…

AE Wealth Management: Weekly Market Insights | 8/9/26 – 8/15/26

August 17, 2026

Weekly Market Commentary THE WEEK IN REVIEW: Aug. 9-15, 2026 Markets set records while the Iran stalemate grinds on There’s something surreal about watching stocks climb to new highs while the world’s busiest oil route sits effectively shut. The S&P 500 cleared 7,800 for the first time on Thursday, setting its 27th record close of…

AE Wealth Management: Weekly Market Insights | 8/2/26 – 8/8/26

August 10, 2026

Weekly Market Commentary THE WEEK IN REVIEW: Aug. 2-8, 2026 Jobs continue to weaken Looks like June’s jobs report wasn’t a fluke after all. We thought the last number was weak when it was reported that 57,000 new jobs were created in June. Well, that number was revised down to 20,000 — and then July…

AEWM Wealth Report: Tax-Efficient Investing: What It Is and Why It Matters

August 4, 2026

Download PDF Version Taxes are one of the few guaranteed costs in investing, but how much you owe and when is often within your control. A tax-efficient approach can help you keep more of what you earn, without changing your underlying investment strategy. Key Takeaways: Overview Most investors pay attention to returns — fewer pay…

AE Wealth Management: Weekly Market Insights | 7/26/26 – 8/1/26

August 3, 2026

Weekly Market Commentary THE WEEK IN REVIEW: July 26 – Aug. 1, 2026 Gulf heats up, GDP cools down After a pause in the bombing campaign to allow room for talks, hostilities resumed after Iran tried (and failed) to attack U.S. military personnel in the region.1 The story varies depending on which side you listen…