Posts by webteam
AEWM Wealth Report – Riding Out the Bear Market
Download PDF Version Riding Out the Bear Market Don’t let market downturns derail your long-term goals. Market downturns are an inevitable part of the investing cycle. Investors who see them as an opportunity for growth and stay the course are more likely to achieve their long-term goals. Overview “What goes up must come down.” Investors…
Read MoreAE Wealth Management: Weekly Market Insights | 10/2/22 – 10/8/22
VIEW PDF VERSION Weekly Market Commentary THE WEEK IN REVIEW: Oct. 2 – Oct. 8 When good news is bad news Let’s talk jobs. Employment — or, more specifically, a lack of employment — is a key indicator of an impending recession. But while everything else, like a yield curve inversion and quickly rising interest…
Read MoreAE Wealth Management Quarterly Market Report for Q3-2022
Reality Sets In The third quarter of 2022 was a roller coaster for markets. After hitting yearly lows in mid-June, markets rallied in July and into the first half of August. The catalyst for the mid-quarter rally? A mostly flawed notion on the markets’ part that the Federal Reserve would pull back from its aggressive…
Read MoreAE Wealth Management: Weekly Market Insights | 9/25/22 – 10/1/22
VIEW PDF VERSION Weekly Market Commentary THE WEEK IN REVIEW: Sept. 25 – Oct. 1 Bank of England pivot sends shudders through a fragile market Markets kept sliding downward last week, as Hurricane Ian battered Florida and the Nord Stream pipelines sprung leaks. The human and economic impact from the hurricane on Florida will be…
Read MoreAEWM Wealth Report – Midterms and Markets
Download PDF Version Midterms and Markets What midterm elections could mean for your financial plan Elections tend to create a lot of questions and uncertainty. The uncertainty wreaks havoc on markets, which are concerned about potential changes or stalls in fiscal, tax, estate, international and environmental policies. Overview Americans are heading back to the polls.…
Read MoreAE Market Minute for Sept. 29 – Markets tumble in wake of negative headlines
VIEW PDF VERSION Markets tumble in wake of negative headlines Hurricane Ian barreled through Florida this week, leaving a wide swath of destruction in its wake. A natural disaster of this magnitude is a negative to markets, and it will still be several days before we see how extensive the fallout will be. It could…
Read MoreAEWM Wealth Report – Giving the Gift of Organization
Download PDF Version Giving the Gift of Organization Make it easy for loved ones to find important documents with this handy checklist. Do your loved ones know where your important documents are located or whom to call for help after you’re gone? Use this checklist to get organized. Overview From a birth certificate and driver’s…
Read MoreAEWM Support Team will be out of office Friday, 2 – 5 p.m. for offsite training.
AE Wealth Management’s Support Team will be out of the office Friday, Sept. 30, from 2 – 5 p.m. for an offsite training. The Trade Team will be available for urgent trade requests. For other urgent needs please contact your AE Wealth Management team at 866.363.9595. The Support Team will return Monday for normal business…
Read MoreAE Wealth Management: Weekly Market Insights 9/18/22 – 9/24/22
VIEW PDF VERSION Weekly Market Commentary THE WEEK IN REVIEW: Sept. 18-24 Fed hammers away with a third consecutive 75-basis-point hike and equity markets reel After the August consumer price index (CPI) number absolutely crushed all hope of the Federal Reserve pausing rate increases after its September meeting, the market asked a grimmer question: Would…
Read MoreAE Wealth Management: Weekly Market Insights 9/11/22 – 9/17/22
VIEW PDF VERSION Weekly Market Commentary THE WEEK IN REVIEW: Sept. 11 – 17 Inflation fears intensify, drive markets down Domestic stocks fell sharply last week, as inflation fears intensified and short-term bond yields reached levels last seen in 2007. The S&P 500 recorded its largest weekly drop since mid-June, while the Dow tumbled 1,200…
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