Posts by webteam
AE Wealth Management: Weekly Market Insights | 5/21/23 – 5/27/23
Weekly Market Commentary THE WEEK IN REVIEW: May 21-May 27 Take it to the limit — one more time! “So put me on a highwayAnd show me a signAnd take it to the limit one more time” Remember the Eagles song? It must feature prominently on our elected officials’ playlists, because no matter how dire…
Read MoreAE Wealth Management: Market Minute | 5/23/23
The Debt Ceiling’s Impact on Your Investments Should the U.S. raise the debt ceiling? That’s the debate currently raging in Congress. So far, both parties have remained firmly entrenched in their positions (Republicans — yes, but with provisions for spending cuts; Democrats — yes, with no provisions). Meanwhile, news outlets are reporting officials must act…
Read MoreAE Wealth Management: Weekly Market Insights | 5/14/23 – 5/20/23
,Weekly Market Commentary THE WEEK IN REVIEW: May 14-May 20 Dancing on the debt ceiling As talks come down to the wire (again), the debt ceiling limit debate continues to loom over the markets and economy. You could barely turn around last week without hearing all the dire predictions of what could happen if we…
Read MoreAE Wealth Management: Weekly Market Insights | 5/7/23 – 5/13/23
Weekly Market Commentary THE WEEK IN REVIEW: May 7-May 13 Inflation numbers tick down — but is it enough for Fed? New inflation data came in last week. The consumer price index (CPI) came in at 4.9% year over year in April, just slightly under the 5.0% reading from March. It’s not much, but it…
Read MoreAE Wealth Management: Weekly Market Insights | April 30-May 6
Weekly Market Commentary THE WEEK IN REVIEW: April 30-May 6 Fed makes another move – is it the last? The Federal Reserve raised rates another 25 basis points (0.25%) last week, taking the federal funds rate to the 5.00%-5.25% range. It’s the 10th increase in 14 months, and rates are at their highest levels since…
Read MoreAEWM 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…
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