Posts by webteam
AEWM Wealth Report: Triple Threat: Three Reasons Why Life Insurance Can Help Protect And Grow Your Family’s Wealth
Download PDF Version Today’s life insurance policies can offer much more value than simply a death benefit. While helping secure the financial future for loved ones is the primary goal, life insurance can play an integral part in your overall financial plan.may take a little more work. Overview As financial professionals, we often meet people…
Read MoreAE Wealth Management: Weekly Market Insights | 3/16/25 – 3/22/25
Weekly Market Commentary THE WEEK IN REVIEW: March 16-22, 2025 Market slide stops for now The market stopped its decline last week after briefly entering correction territory. There was no additional major news on tariffs, which had been the major reason given for the decline. Markets were looking for a reason to sell off based…
Read MoreAE Wealth Management: Weekly Market Insights | 3/9/25 – 3/15/25
Weekly Market Commentary THE WEEK IN REVIEW: March 9-15, 2025 Correction time Less than one month after hitting a new record high earlier in the first quarter, the S&P 500 entered correction territory last week.1 It has noted four consecutive weeks of negative returns, along with the Nasdaq and Russell 2000.2,3 The Dow has also…
Read MoreAE Wealth Management: Market Minute 3/10/25 — Markets drop amid concerns around tariffs, consumer confidence, DOGE actions and a possible government shutdown
March hasn’t been good for markets. Since hitting an all-time high of 6,144 on Feb. 19, the S&P 500 slid to around the 5,600 mark on Monday.1 The Dow and NASDAQ have also experienced a significant sell-off in that timeframe.2,3 The initial reason for the downward slide was President Donald Trump following through on tariffs…
Read MoreAE Wealth Management: Weekly Market Insights | 3/2/25 – 3/8/25
Weekly Market Commentary THE WEEK IN REVIEW: March 2-8, 2025 Tariff tantrums Remember the market’s “taper tantrum” back in 2013?1 There’s a lesson here from our not-too-distant history. After investors learned the Federal Reserve was slowly putting the brakes on its quantitative easing (QE) program, the markets freaked out. The primary concern was that the…
Read MoreAEWM Wealth Report: 5 Strategies to Make Your Employer-Sponsored Retirement Plan Work Harder
Download PDF Version If you have access to a 401(k) plan through an employer, that’s the easiest way to save for retirement. But maximizing its potential may take a little more work. Overview You work, you save, you invest. But one of the keys to successful investing is making sure your investment works hard for…
Read MoreAE Wealth Management: Weekly Market Insights | 2/23/25 – 3/1/25
Weekly Market Commentary THE WEEK IN REVIEW: February 23, 2025 – March 1, 2025 Markets continue to stumble Last week was rough as markets fixated on negative news. The markets swooned as the administration announced tariffs would be imposed on Canada, Mexico and China on March 4, after it was determined not enough progress was…
Read MoreAE Wealth Management: Weekly Market Insights | 2/16/25 – 2/22/25
Weekly Market Commentary THE WEEK IN REVIEW: Feb. 16-22, 2025 Markets post new records but retreat sharply to end week With markets closed last Monday for Presidents Day, the tug-of-war between tariffs and inflation versus earnings took a break as calm returned to the market in the first half of the week. We saw record…
Read MoreInvestment Management: A Return to Simplicity – Ben Sullivan
AE Wealth Management: Weekly Market Insights | 2/9/25 – 2/15/25
Weekly Market Commentary THE WEEK IN REVIEW: Feb. 9-15, 2025 Inflation worries to join tariffs as a source of concern — it’s more than just eggs! In the past few weeks, there has been a tug-of-war between fears of what tariffs may do to the U.S. economy’s growth prospects versus strong fourth-quarter 2024 earnings. Both…
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