Posts by webteam
AEWM Wealth Report – Managing Your Finances as a Member of the “Sandwich Generation”
Download PDF Version Members of the “sandwich generation” are simultaneously providing support for both a parent and a child. This group has unique financial needs to consider, especially when planning for retirement. Overview If you’re finding yourself toggling between caring for the needs of an aging parent and a child, you’re not alone. The Pew…
Read MoreAE Wealth Management: Weekly Market Insights | 7/23/23 – 7/29/23
Weekly Market Commentary THE WEEK IN REVIEW: July 23 – July 29, 2023 Another Fed meeting, another rate hike As anticipated, the Federal Reserve increased interest rates by another 25 basis points during last week’s meeting, taking the Fed Funds rate to 5.25-5.50% (the highest level since 2001). In his post-meeting remarks, Fed Chair Jerome…
Read MoreAE Wealth Management: Weekly Market Insights | 7/16/23 – 7/22/23
Weekly Market Commentary THE WEEK IN REVIEW: July 16 – July 22, 2023 Rally continues as the market anticipates the July Fed meeting Last week was a strong one for the market, even though corporate earnings were mixed. (More on this in the next section.) Overall, the Dow Jones Industrial Average (DJIA) closed at new…
Read MoreAE Wealth Management: Weekly Market Insights | 7/9/23 – 7/15/23
Weekly Market Commentary THE WEEK IN REVIEW: July 9 – 15, 2023 Rally continues as inflation drops Markets had a strong week, posting year-to-date highs as we topped 4,500 on the S&P 500. The primary driver for the continued rally? Anticipation (and then affirmation) of declining inflation readings. Remember last year? The Consumer Price Index…
Read MoreAE Wealth Management: Weekly Market Insights | 7/2/23 – 7/8/23
Weekly Market Commentary THE WEEK IN REVIEW: July 2 – July 8, 2023 Minute by minute The latest Federal Reserve meeting minutes were released last week. Members pretty much completely agreed on the need for additional rate hikes, virtually guaranteeing at least a 25-basis-point (.25%) increase at their next meeting on July 25 and 26.…
Read MoreAE Wealth Management Quarterly Market Report for Q2-2023
VIEW PDF VERSION Markets Charge Upward Despite Sluggish Economy in Second Quarter After gaining momentum in the first quarter, the S&P 500 and Nasdaq ended the second quarter up 20% from October’s lows, officially exiting bear territory. Markets have moved consistently up over the first half of the year, despite a slowing economy and continued…
Read MoreAEWM Wealth Report – Finding Your Balance
Download PDF Version Four things to consider when rebalancing your portfolio Imbalance in a portfolio typically occurs due to various shifts in the markets, industries or asset classes. If a portfolio has shifted away from its initial asset benchmark, it may be time to think about rebalancing. Overview When you first set up an investment,…
Read MoreAE Wealth Management: Weekly Market Insights | 6/25/23 – 7/1/23
Weekly Market Commentary THE WEEK IN REVIEW: June 25 – July 1, 2023 Fed chairman keeps sights set on potential rate increases Federal Reserve Chairman Jerome Powell doubled down on talk of additional, consecutive interest rate increases in the coming months — forecasting a potential half-percentage-point increase through the end of 2023 as the Fed…
Read MoreAE Wealth Management: Weekly Market Insights | 6/18/23 – 6/24/23
Weekly Market Commentary THE WEEK IN REVIEW: June 18-24, 2023 Markets pause as summer officially starts and Powell weighs in After reaching 4,400 points at breakneck speed, the S&P naturally took a few steps back last week. Markets have slumped since the last Federal Reserve meeting, as they digested recent gains and consolidated at a…
Read MoreAE Wealth Management: Weekly Market Insights | 6/11/23 – 6/17/23
Weekly Market Commentary THE WEEK IN REVIEW: June 11-17, 2023 The 11th time is the charm! Stop, skip — or something else? As expected, the Federal Reserve left interest rates alone last week after raising rates at its prior 10 meetings. Markets have been clamoring for a cessation in rate increases since the beginning of…
Read More