Posts by webteam
AEWM Wealth Report – Mutual Understanding
Download PDF Version Which category do your mutual funds fall into? Mutual funds have become a staple of U.S. portfolios, especially in employer-sponsored retirement plans. Each fund falls into a primary category, based on the fund’s objective and holdings. Overview If it seems like “everyone” owns a mutual fund in their portfolio, you may be…
Read MoreAE Wealth Management: Weekly Market Insights | April 23-29
Weekly Market Commentary THE WEEK IN REVIEW: April 23-29 GDP reading signals the economy is slowing The first reading of first-quarter gross domestic product (GDP) was released last week, coming in lower than the forecasted 2.0% at 1.1%. The mild winter in most of the U.S. led to a temporary surge in consumer spending in…
Read MoreAE Wealth Management: Weekly Market Insights | April 16-22
Weekly Market Commentary THE WEEK IN REVIEW: April 16-22 Markets are muted as we await the Fed It almost feels as if it’s the middle of summer for markets. After the major dustup from the Silicon Valley Bank and Signature Bank situations and the government’s subsequent actions, markets seem to have calmed down and are…
Read MoreAE Wealth Management: Weekly Market Insights | April 9-15
Weekly Market Commentary THE WEEK IN REVIEW: April 9-15 Inflation recedes a bit more than expected The latest inflation numbers are in — and they’re better than expected. The consumer price index (CPI) report was released last week, revealing prices went up 5% year over year in March. It’s the slowest pace since May 2021,…
Read MoreAE Wealth Management Quarterly Market Report for Q1-2023
VIEW PDF VERSION A PROMISING START AND A DISAPPOINTING END The year started off well, opening with the best January for the S&P 500 since 2019.1 We closed out 2022 with a fed funds rate of 4.25- 4.5%,2 and fourth-quarter gross domestic product (GDP) came in at a solid 2.7% year-over-year.3 As a result, expectations…
Read MoreAE Wealth Management: Weekly Market Insights | April 2-8
Weekly Market Commentary THE WEEK IN REVIEW: April 2-8 Employment numbers are a mixed bag The first week of the new quarter was a short one for investors, as markets were closed on Good Friday. The closure meant traders weren’t around to react to the Bureau of Labor Statistics (BLS) nonfarm payrolls report for March,…
Read MoreAEWM Wealth Report – Protecting Your Assets
Download PDF Version The banking industry wobbled in March following the closure of multiple banks. Fortunately, protections exist for investors and their assets if a brokerage firm or investment bank fails. Overview Silicon Valley. Signature. Credit Suisse. Deutsche Bank. In early March, several large financial institutions buckled under the combined weight of too many depositor…
Read MoreAE Wealth Management: Weekly Market Insights | April 3, 2023
Weekly Market Commentary THE WEEK IN REVIEW: March 26 – April 1 2023 is 25% done Goodbye, Q1 and hello, Q2. After dropping in early March, markets ended the month — and the first quarter — on an upward swing. Boosting the market’s mood: A key gauge of U.S. inflation rose last month but by…
Read MoreAE Wealth Management: Weekly Market Insights | 3/19/23 – 3/25/23
Weekly Market Commentary THE WEEK IN REVIEW: March 19 – March 25 Fed bumps rates another 25 basis points while banks continue to make markets nervous The Federal Reserve raised interest rates at last week’s meeting by another 25 basis points (0.25%), bringing the federal funds rate to 4.75%-5.0%. This was the ninth increase since…
Read MoreAE Wealth Management: Weekly Market Insights | 3/12/23 – 3/18/23
Weekly Market Commentary THE WEEK IN REVIEW: March 12 – March 18 Are there cracks in the banking system’s foundation? To say lots has been happening in the U.S. banking system over the past two weeks is quite the understatement. First Silicon Valley Bank and Signature Bank were closed by regulators. Then fissures appeared over…
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