Posts by webteam
AEWM Wealth Report – 7 Things to Know About Social Security Before Starting Benefits
Download PDF Version Social Security is a significant source of income for many retirees. Your financial professional can help you explore your options and make sure you’re getting the most retirement income possible. Overview For many Americans, Social Security is a primary source of income in retirement. But understanding how benefits work and when you…
Read MoreAE Wealth Management: Weekly Market Insights | 2/19/23 – 2/25/23
Weekly Market Commentary THE WEEK IN REVIEW: Feb. 19 – Feb. 25 Market grapples with higher rate expectations Despite one less trading day last week, we managed to pack in a lot of activity. The markets had another rough week with angst over what the Federal Reserve will — or will not — do at…
Read MoreAE Wealth Management: Weekly Market Insights | 2/12/23 – 2/18/23
Weekly Market Commentary THE WEEK IN REVIEW: Feb. 12 – Feb. 18 Markets shrug off hot inflation data — then get nervous again Markets were pretty stoic when the Consumer Price Index (CPI) for January came in higher than expected last week. Although CPI declined, it only dropped from 6.5% in December to 6.4% in…
Read MoreAE Wealth Management: Weekly Market Insights | 2/5/23 – 2/11/23
Weekly Market Commentary THE WEEK IN REVIEW: Feb. 5 – Feb. 11 Jobs number makes markets nervous The surprisingly high January jobs number sent waves of anxiety through U.S. markets last week, before Federal Reserve Chair Jerome Powell gave a speech reinforcing the widely held view that the Fed will stop or pause rate hikes…
Read MoreAE Wealth Management: Weekly Market Insights | 1/29/23 – 2/4/23
Weekly Market Commentary THE WEEK IN REVIEW: Jan. 29 – Feb. 4 Fed — and the economy — may be slowing, but jobs are still strong The Federal Reserve met last week and raised rates by 25 basis points (0.25%), bringing the fed funds rate to 4.5-4.75%. In less than a year, we’ve gone from…
Read MoreAEWM Wealth Report – 3 Tax-Planning Strategies to Deploy Year-Round
Download PDF Version Proactive tax planning isn’t limited to just “tax season” — it’s a year-round event. Your financial professional can help you deploy these three strategies to potentially optimize your income and lower how much you pay in taxes each year. Overview Credits and deductions. AGI. Capital gains. These words seem to be used…
Read MoreAE Wealth Management: Weekly Market Insights | 1/22/23 – 1/28/23
Weekly Market Commentary THE WEEK IN REVIEW: Jan. 22 – 28 Fourth quarter 2022 stronger than expected; U.S. notches 2.1% growth for the year The initial reading of fourth-quarter gross domestic product (GDP) came in at 2.9%. While the reading was higher than the consensus estimate, it was much lower than the Atlanta Fed’s forecast…
Read MoreAE Wealth Management: Weekly Market Insights | 1/15/23 – 1/21/23
Weekly Market Commentary THE WEEK IN REVIEW: Jan. 15 – 21 Fed officials refuse to soften stance despite lower inflation and weak earnings It’s always a good idea to watch those Federal Reserve officials and their remarks. Markets were set to rejoice last week, after the December Producer Price Index (PPI) came in at -0.5%, well…
Read MoreAE Wealth Management: Weekly Market Insights | 1/8/23 – 1/14/23
Weekly Market Commentary THE WEEK IN REVIEW: Jan. 8 – 14 Inflation is lower — but still stubbornly high Markets were eagerly awaiting the latest Consumer Price Index (CPI) number last Thursday to see if inflation is continuing to decline. The good news: It is. The bad news: Not very quickly. The headline number (the…
Read MoreAE Wealth Management Quarterly Market Report for Q4-2022
VIEW PDF VERSION A Year to Forget Like most of 2022, the fourth quarter had a small share of ups — and more than its share of downs. Markets hit new lows to start the quarter, then pulled off a huge comeback in October. The rally snapped a two-month losing streak for markets, especially the…
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