Posts by webteam
AE Wealth Management: Market Minute | 10/03/23
Markets drop as bond yields hit 16-year highs Markets experienced increased volatility today, pushed downward as bond yields reached 16-year highs. Recessionary fears and uncertainty about the Federal Reserve’s next moves regarding interest rates seem to be fueling anxiety. Congressional drama resulting from the fallout from the budget extension is also driving markets. Some members…
Read MoreAE Wealth Management Quarterly Market Report for Q3-2023
VIEW PDF VERSION High interest rates and stubborn inflation continued to stick around in the third quarter. But markets — and investors — have mostly shrugged off these challenges as the U.S. economy remains resilient. Racing Into the Second Half of 2023 After an eventful second quarter featuring a mini banking crisis and debate around…
Read MoreAE Wealth Management: Weekly Market Insights | 9/24/23 – 9/30/23
Weekly Market Commentary THE WEEK IN REVIEW: Sept. 24 – 30, 2023 September is a sour month for markets The month of September is historically a rough month for markets — and this year was no exception. Rising gas prices and high mortgage rates weighed on markets throughout the month. Then the prospect of a…
Read MoreAE Wealth Management: Weekly Market Insights | 9/17/23 – 9/23/23
Weekly Market Commentary THE WEEK IN REVIEW: Sept. 17 – 23, 2023 He’ll “know it when he sees it” The Federal Reserve didn’t raise rates last week but left the door open for one more rate hike in the final two meetings of 2023. This was widely expected, but markets still didn’t like Chairman Jerome…
Read MoreAE Wealth Management: Weekly Market Insights | 9/10/23 – 9/16/23
Weekly Market Commentary THE WEEK IN REVIEW: Sept. 10 – 16, 2023 Inflation is sticking around The latest consumer price index (CPI) and producer price index (PPI) numbers came in higher than expected last week, signifying that inflation continues to persist. Despite the speed at which the Federal Reserve raised rates over the past year,…
Read MoreAE Wealth Management: Weekly Market Insights | 9/3/23 – 9/9/23
Weekly Market Commentary THE WEEK IN REVIEW: Sept. 3 – 9, 2023 The economy is hanging in there Stocks closed lower last week, even as the latest data shows the U.S. is still doing well from an economic standpoint. Not a lot of new numbers were released, but the ones that were generally surprised on…
Read MoreAE Wealth Management: Weekly Market Insights | 8/27/23 – 9/2/23
Weekly Market Commentary THE WEEK IN REVIEW: Aug. 27 – Sept. 2, 2023 No major damage from Jackson Hole Federal Reserve Chairman Jerome Powell’s comments from the Economic Symposium in Jackson Hole, Wyoming, didn’t really change the overall mood of the markets, although he was pretty hawkish. At last year’s summit, Powell basically killed any…
Read MoreAEWM Wealth Report – Not Your Parents’ Retirement
Download PDF Version Fewer companies are offering pensions. The future of Social Security is unclear. As a result, Americans who are approaching retirement seem to be seeking alternative options for creating guaranteed retirement income and managing risk in their portfolios. Overview Retirement is having a heyday. Baby boomers (born between 1946 and 1964 and almost…
Read MoreAE Wealth Management: Weekly Market Insights | 8/20/23 – 8/26/23
Weekly Market Commentary THE WEEK IN REVIEW: Aug. 20-26, 2023 Mixed signals lead to mixed returns Markets didn’t know which direction to go last week as they tried to decide which had more weight: the good news or the not-so-good news. On the good side, the labor market appears strong, as the weekly jobless claims…
Read MoreAE Wealth Management: Weekly Market Insights | 8/13/23 – 8/19/23
Weekly Market Commentary THE WEEK IN REVIEW: August 13-19, 2023 Fed hike remains on the horizon The minutes from the last Federal Reserve meeting were released last week. They showed some Fed members were in favor of pausing rate hikes, but most were on the side of continuing to raise rates. The 10-year Treasury zoomed…
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