Posts by advisorsexcel
AE Wealth Management: Weekly Blog Insights | 10/3-10/9/21
More debt ceiling drama U.S. stock indexes soared higher after Senate Majority Leader Chuck Schumer said lawmakers had reached a deal on a short-term debt limit extension, which would put off a possible government default to December. The markets rallied on the news, erasing most of the previous week’s losses amid more volatility than we’ve…
Read MoreAE Wealth Management: Weekly Blog Insights | 9/26-10/2/21
Not there yet! The “actual” meaning of zero The week dawned with expectations for a vote on the $1.2 trillion infrastructure bill and the massive$3.5 trillion “Build Back Better” reconciliation bill. We’ve previously said that tying together the two bills —one of which seemed expensive but logical and is enjoying bipartisan appeal and the other…
Read MoreAE Wealth Management: Planning to Fund Caregiving | Blog
AGE-INDUCED DISABILITY: FINANCIAL, RETIREMENT & ESTATE PLANNING Download PDF Version Here We’re living longer these days, and with a longer life, many of us will need some type of caregiving assistance, whether it’s from a home health aide or a family member, or in a nursing home. The challenge retirees face is how to…
Read MoreAE Wealth Management: Weekly Blog Insights | 9/19-9/25/21
Evergrande shakes the markets You never know what will send the markets scurrying, especially when we’re near record levels with no upward momentum to keep moving ahead. Enter Evergrande, a Chinese real estate developer with massive debt of $300 billion, and an $83 million interest payment due. The firm, the most indebted property developer in…
Read MoreAE Wealth Management: Weekly Blog Insights | 9/12-9/18/21
Rocky September grinds on The market has been hovering near recent record highs this month and not retreating in any significant manner. Despite that, the market is showing signs that it’s worried about what may happen in the near future. We continue to experience slowing growth, higher inflation, a loss in consumer confidence and the…
Read MoreAE Wealth Management: The Zero-Net Economy | Blog
WORKING TOWARD THE NET-ZERO ECONOMY Download PDF Version Here The future net-zero emissions economy is one many businesses and industries are looking toward, and this shift may have implications for portfolios. Overview Scientists attribute extreme weather events all over the world to a global warming trend. Since the late 19th century, the average…
Read MoreAE Wealth Management: Weekly Blog Insights | 9/5/21-9/11/21
Markets dropped every day last week Is the September curse rearing its ugly head? Each of the major domestic equity indexes dropped last week, experiencing losses every day. (Well, every day except Monday, when markets were closed for Labor Day.) Many factors conspired to push markets down, from continued inflation concerns and increases in longer-term…
Read MoreAE Wealth Management: Weekly Market Insights | 8/29-9/4/21
Cleaning up the damage from Afghanistan and Hurricane Ida Are we headed back to normal? It’s a nice thought – but it may be some time before we get back to “normal” following both Afghanistan and Hurricane Ida. We departed Afghanistan after 20 years, and most Americans were supportive of getting out. But following the…
Read MoreAE Wealth Management: A Cryptocurrencies Primer | Blog
CRYPTOCURRENCIES: A PRIMER Download PDF Version Here For now, the cryptocurrency market is testing the limits of our existing financial laws and regulations — which do not directly address this unique industry and its ecosystem. Overview On March 12, the price of Bitcoin cryptocurrency reached over $61,000, posting what amounts to a 300%…
Read MoreAE Wealth Management: Weekly Market Insights | 8/22-8/28/21
Big spending plans rammed through as Afghanistan unravels and gets deadly The past few weeks have been rough on the public, specifically veterans, as we watched a deadly withdrawal from Afghanistan. As the country was transfixed by events overseas, House Speaker Nancy Pelosi recalled members of Congress from the summer break to vote on the…
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