Posts by webteam
AE Wealth Management: Weekly Market Insights | 2/13-3/19/22
VIEW PDF VERSION A game of chicken (Kyiv) It’s the worst surprise attack in history that hasn’t happened … yet. It was imminent, inevitable, very high threat, a moment of peril, happening any minute. We told our people to get out, we evacuated and moved our embassy, U.S. Secretary of State Antony Blinken went to…
Read MoreAE Wealth Management: Value of Financial Planning | Blog
THE VALUE OF HAVING A FINANCIAL PLAN The Wealth Report by AE Wealth Management Download PDF Version Here One way to help weather volatile markets, meet financial objectives and manage risk is to have a carefully constructed financial plan. Overview One of the most important ways investors can endure the up-and-down nature of investment…
Read MoreAE Wealth Management: Weekly Market Insights | 2/6-2/12/22
No end in sight yet The market continued to crawl back in the early part of last week before going into a tailspin following the January CPI reading, comments from the Federal Reserve’s James Bullard and heightened Russia-Ukraine tensions. The much-watched Consumer Price Index (CPI) came in at a year-over-year rate of 7.5%, higher than…
Read MoreAE Wealth Management: Weekly Blog Insights | 1/30-2/5/22
Meta’s faceplant! The market was coming back after its worst month since March 2020 — but then the nascent relief rally received a reality check last Thursday. During the early part of last week, we ripped upward on the back of a strong fourth-quarter gross domestic product (GDP) reading, while blowout earnings from Apple and…
Read MoreAE Wealth Management: Tax Season Challenges | Blog
CHALLENGES OF THE 2021 TAX-FILING SEASON The Wealth Report by AE Wealth Management Download PDF Version Here Learn about the unique challenges of this year’s tax-filing season and gauge your chances of being audited. Overview This year, the season for filing 2021 income tax returns began Jan. 24 and ends on April 18, unless…
Read MoreAE Wealth Management: Weekly Blog Insights | 1/22-1/29/22
The markets take a wild ride! The market continued its volatile ride last week, with massive swings before and after the Federal Reserve’s announcement. (More on that below.) We had major gyrations as various factors weighed on a market that’s desperately seeking consensus. After wiping out a 1,000-point drop on Monday, the wildness continued with…
Read MoreAE Wealth Management Hires Shawn Scholz as Chief Compliance Officer
AE Wealth Management: Weekly Market Insights | 1/16-1/22/22
Market volatility continues as Fed tightening looms Despite a holiday-shortened week, the market managed to do a significant amount of damage last week. The yield on the 10-year Treasury approached 1.9% before cooling off to 1.75%, but it’s still a lot closer to 2% than not. All this forced technology stocks into a tailspin, with…
Read MoreAE Wealth Management: Weekly Blog Insights | 1/9-1/15/22
Inflating Inflation Inflation numbers keep setting the wrong kinds of records. Last week’s inflation data showed consumer prices rose 7.0% over the past year, the largest 12-month gain since June 1982. Core inflation — which doesn’t include food and energy — rose 5.5%, the most since 1991, while core producer prices were up 9.7% year…
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