Posts by webteam
AEWM Wealth Report – Tax Changes for the New Year
Download PDF Version Tax Changes for the New Year Tax brackets, standard deductions and retirement contributions increased for inflation. New tax laws are set to take effect on Jan. 1. Tax brackets have expanded, while standard deductions and contribution limits to retirement accounts are higher. Gift tax limits and estate tax exclusion limits have also…
Read MoreAE Wealth Management: Weekly Market Insights | 11/20/22 – 11/26/22
VIEW PDF VERSION Weekly Market Commentary THE WEEK IN REVIEW: Nov. 20 – 26 Fed minutes keep markets rallying This will be a brief note, since last week was a short one. We hope everyone had a happy, safe, pleasant and relaxing Thanksgiving — the markets sure did. While people were on the move in…
Read MoreAE Wealth Management: Weekly Market Insights | 11/13/22 – 11/19/22
VIEW PDF VERSION Weekly Market Commentary THE WEEK IN REVIEW: Nov. 13 – 19 The back-and-forth dance continues for markets After a strong showing the previous week, the major domestic equities gave back most of the prior week’s gains and closed slightly lower last week. Markets opened weaker following comments from Federal Reserve Governor Christopher…
Read MoreAE Wealth Management: Weekly Market Insights | 11/6/22 – 11/12/22
VIEW PDF VERSION Weekly Market Commentary THE WEEK IN REVIEW: Nov. 6 – 12 Inflation takes a break After the markets voted their displeasure with midterm election results by shedding nearly 650 points on the Dow and 80 points on the S&P 500 on Wednesday, folks were holding their breath for October’s consumer price index…
Read MoreAE Wealth Management: Weekly Market Insights | 10/30/22 – 11/5/22
VIEW PDF VERSION Weekly Market Commentary THE WEEK IN REVIEW: Oct. 30 – Nov. 5 Fed raises rates as Powell disappoints markets (again) The Federal Reserve met last week and raised the federal funds rate another 75 basis points (0.75%) to a range of 3.75%-4.00%. This really wasn’t a surprise; the markets pretty much expected…
Read MoreAE Wealth Report – Protecting Yourself from Cybercrime
Download PDF Version Protecting Yourself from Cybercrime The rise of digital payments has made more Americans vulnerable to online fraud. Take these proactive steps to help protect your money and identity from being stolen by scammers and cybercriminals. Overview Digital payments are on the rise — and hackers are looking for a cut. More than…
Read MoreAE Wealth Management: Weekly Market Insights | 10/23/22 – 10/29/22
VIEW PDF VERSION Weekly Market Commentary THE WEEK IN REVIEW: Oct. 23 – 29 Q3 GDP turns positive The negative growth in the first half of 2022 was reversed in the third quarter. The initial reading of third-quarter gross domestic product (GDP) came in at +2.6%; added to the -2.2% GDP from the first six…
Read MoreAE Wealth Management: Weekly Market Insights | 10/16/22 – 10/22/22
VIEW PDF VERSION Weekly Market Commentary THE WEEK IN REVIEW: Oct. 16 – 22 Earnings keep markets afloat Some dread existed as third-quarter earnings began in earnest last week. However, earnings have been mostly positive, beating low expectations. Better earnings helped markets last week, but anxiety about the economy’s trajectory and the path of interest…
Read MoreAE Wealth Management: Weekly Market Insights | 10/9/22 – 10/15/22
VIEW PDF VERSION Weekly Market Commentary THE WEEK IN REVIEW: Oct. 9 – 15 Next rate increase locked in at 75 basis points September inflation data came in higher than expected last week. The producer price index (PPI) released on Wednesday was at the upper end of the consensus range at 0.4%, up 0.5 percentage…
Read MoreAE Wealth Management: Market Minute | 10/13/22
VIEW PDF VERSION Whiplash for investors as markets drop and bounce right back up Inflation isn’t declining as expected. That’s the news today from the Bureau of Labor Statistics, which reported the consumer price index (CPI) dipped ever so slightly from 8.3% in August to 8.2% in September. The news pushed markets down early in…
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