Posts by webteam
AE Wealth Management: Weekly Market Insights | 2/9/25 – 2/15/25
Weekly Market Commentary THE WEEK IN REVIEW: Feb. 9-15, 2025 Inflation worries to join tariffs as a source of concern — it’s more than just eggs! In the past few weeks, there has been a tug-of-war between fears of what tariffs may do to the U.S. economy’s growth prospects versus strong fourth-quarter 2024 earnings. Both…
Read MoreAE Wealth Management: Weekly Market Insights | 2/2/25 – 2/8/25
Weekly Market Commentary THE WEEK IN REVIEW: Feb. 2-8, 2025 Tariff turbulence As promised during the campaign, President Trump announced tariffs on Canada, China and Mexico.1 The move was meant to pressure the countries to help with the border (in the case of Mexico and Canada) and stop the flow of fentanyl into the U.S.…
Read MoreAEWM Wealth Report: Investors Beware
Download PDF Version Scammers rely on fear, intimidation and manipulation of vulnerable people. Remain vigilant and alert to avoid becoming their next victim. Overview $1.03 trillion: That’s how much scammers took from unsuspecting people worldwide between November 2023 and November 2024. Americans were hit especially hard, averaging losses of $3,520 per scam victim.1 One of…
Read MoreAE Wealth Management: Weekly Market Insights | 1/26/25 – 2/1/25
Weekly Market Commentary THE WEEK IN REVIEW: Jan. 26 – Feb. 1, 2025 DeepSeek and China rattle markets The AI narrative suffered a bit of a shock last week, but markets recovered as the week progressed. What was all the hubbub about? A one-year-old start-up Chinese company most of us have never heard of, DeepSeek,…
Read MoreAE Wealth Management: Weekly Market Insights | 1/19/25 – 1/25/25
Weekly Market Commentary THE WEEK IN REVIEW: January 19-25, 2025 Was it something he said? Markets continued their advance last week after being closed in observance of Martin Luther King, Jr.’s birthday on Monday — the same day that the new Trump administration assumed office in Washington, D.C. As soon as markets opened on Tuesday,…
Read MoreAE Wealth Management: Weekly Market Insights | 1/12/25 – 1/18/25
Weekly Market Commentary THE WEEK IN REVIEW: Jan. 12-18, 2025 Markets perk up ahead of the inauguration After a fresh dose of optimism, some strong earnings and the inflation reports for December (which weren’t great but also weren’t horrible), the markets took off last week and reversed the recent slide to close out their best…
Read MoreAE Wealth Management: Weekly Market Insights | 1/5/25 – 1/11/25
Weekly Market Commentary THE WEEK IN REVIEW: Jan. 5 – 11, 2025 Holiday joy didn’t linger into January Well, that was not an auspicious beginning to the year. The U.S. stock market retreated in the first full week of 2025 after starting off on an optimistic note due to speculation about softer Trump administration tariffs.…
Read MoreAE Wealth Management Quarterly Market Report for Q4 2024
VIEW PDF VERSION Markets pushed higher in the fourth quarter, marking new record highs. Talk to your advisor about ways to help harness growth and position yourself for new opportunities in 2025. A Year to Remember The fourth quarter of 2024 brought a decisive end to a year of significant market achievements and continued economic…
Read MoreAE Wealth Management: Weekly Market Insights | 12/29/24 – 1/4/25
Weekly Market Commentary THE WEEK IN REVIEW: Dec. 29, 2024 – Jan. 4, 2025 Markets limp into 2025 After ending its best two-year stretch from 1997 to 1998, the markets began 2025 much the same way they ended 2024.1 As we closed out the year, we expected money managers to engage in some profit-taking and…
Read MoreAEWM Wealth Report: Taxes and Your Portfolio
Download PDF Version Choose investments and investment vehicles based on your specific goals. You also can make strategic choices that can help minimize your tax obligations and maximize returns. Overview Tax-minimizing strategies are available to everyone, not just billionaires. There are many ways to potentially reduce your tax bill on investment gains and income —…
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