Posts by webteam
AE Wealth Management: Weekly Market Insights | 3/2/25 – 3/8/25
Weekly Market Commentary THE WEEK IN REVIEW: March 2-8, 2025 Tariff tantrums Remember the market’s “taper tantrum” back in 2013?1 There’s a lesson here from our not-too-distant history. After investors learned the Federal Reserve was slowly putting the brakes on its quantitative easing (QE) program, the markets freaked out. The primary concern was that the…
Read MoreAEWM Wealth Report: 5 Strategies to Make Your Employer-Sponsored Retirement Plan Work Harder
Download PDF Version If you have access to a 401(k) plan through an employer, that’s the easiest way to save for retirement. But maximizing its potential may take a little more work. Overview You work, you save, you invest. But one of the keys to successful investing is making sure your investment works hard for…
Read MoreAE Wealth Management: Weekly Market Insights | 2/23/25 – 3/1/25
Weekly Market Commentary THE WEEK IN REVIEW: February 23, 2025 – March 1, 2025 Markets continue to stumble Last week was rough as markets fixated on negative news. The markets swooned as the administration announced tariffs would be imposed on Canada, Mexico and China on March 4, after it was determined not enough progress was…
Read MoreAE Wealth Management: Weekly Market Insights | 2/16/25 – 2/22/25
Weekly Market Commentary THE WEEK IN REVIEW: Feb. 16-22, 2025 Markets post new records but retreat sharply to end week With markets closed last Monday for Presidents Day, the tug-of-war between tariffs and inflation versus earnings took a break as calm returned to the market in the first half of the week. We saw record…
Read MoreInvestment Management: A Return to Simplicity – Ben Sullivan
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,…
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