Posts by Basil Schmitz
AE Wealth Management: Weekly Market Insights | 11/9/25 – 11/15/25
Weekly Market Commentary THE WEEK IN REVIEW: Nov. 9-15, 2025 The government reopens — what now? After a record 43 days, there was finally enough momentum to end the government shutdown.1 What did it accomplish? Depends on who you ask. From the politicians, both sides claimed victory — but in the end, what was agreed…
Read MoreAE Wealth Management: Weekly Market Insights | 11/2/25 – 11/8/25
Weekly Market Commentary THE WEEK IN REVIEW: Nov. 2-8, 2025 The U.S. government remained closed There was some expectation that the government would reopen after last Tuesday’s elections, but nobody seemed to be in a conciliatory mood after the Democrats “swept” the results.1 The Democrats offered to reopen the government on Friday if Affordable Care…
Read MoreAE Wealth Management Unveils AE Private Exchange, Broadening Advisors’ Reach Into Alternative Investments
Debunking Three Myths About Defined Outcome ETFs (aka Buffered ETFs)
AE Wealth Management: Weekly Market Insights | 10/19/25 – 10/25/25
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”…
Read MoreAE Wealth Management: Weekly Market Insights | 10/12/25 – 10/18/25
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…
Read MoreAE Wealth Management: Weekly Market Insights | 10/5/25 – 10/11/25
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.…
Read MoreAE 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…
Read MoreAEWM 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…
Read MoreAE Wealth Management: Weekly Market Insights | 9/21/25 – 9/27/25
Weekly Market Commentary THE WEEK IN REVIEW: Sept. 21-27, 2025 How high can we go? Markets have settled into a groove as we head into October and the fourth quarter. Volatility is under 16, one of the lowest levels this year.1 Markets are expecting two more 25-basis-point (0.25%) cuts by year-end after the Federal Reserve…
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