Posts by webteam
AE 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 MoreAE Wealth Management: Weekly Market Insights | 6/4/23 – 6/10/23
Weekly Market Commentary THE WEEK IN REVIEW: June 4-10 The bull is back for the S&P 500 Last week was a quiet one for trading, and markets seemed to be holding their breath in the days leading up to this week’s Federal Reserve meeting. Although it wasn’t a stellar performance week, the S&P 500 reached…
Read MoreAE Wealth Management: Weekly Market Insights | 5/28/23 – 6/3/23
Weekly Market Commentary THE WEEK IN REVIEW: May 28-June 3 Done deal! The debt ceiling drama finally ended last week with a deal that seemed to please no one. Of course, that’s the way compromise works — no one gets everything they want. The good news is we avoided a self-inflicted wound to our economy…
Read MoreAEWM Wealth Report – The New “Un-Retirement”
Download PDF Version More retirees are planning to head back to work. Will you be one of them? An increasing number of Americans say they plan to return to the workforce at least part time after taking their “official” retirement. Their top reasons for returning: boredom, more income and the urge to pursue new interests.…
Read More