Posts by webteam
AE 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…
Read MoreLisa Becker selected for Leadership Greater Topeka
AE Wealth Management Promotes Dane Brinker to VP | Blog
AE Wealth Management Promotes Dane Brinker to VP of Wealth Management (Topeka, Kansas – April 10, 2021) – AE Wealth Management (AEWM) has promoted Dane Brinker to Vice President of Wealth Management. Brinker joined Advisors Excel as a Relationship Manager in 2015. He moved to the wealth side after AEWM was founded in 2016, initially…
Read MoreAE Wealth Management Promotes Alexis Burchett to VP | Blog
AE Wealth Management Promotes Alexis Burchett to VP of Wealth Management (Topeka, Kansas – April 10, 2021) – AE Wealth Management (AEWM) has promoted Alexis Burchett to Vice President of Wealth Management. Burchett brings nearly a decade of experience in the financial industry to her role as VP. She originally joined AEWM in 2016 as…
Read MoreAE Wealth Management Hosts Wealth Elite Symposium | Blog
AE Wealth Management Hosts Wealth Elite Symposium 2021 Annual industry event attended by 100 top advisor firms (Topeka, Kansas – July 20, 2021) – AE Wealth Management (AEWM) hosted 100 top financial advisors at the 2021 Wealth Elite Symposium (WES). The annual three-day event was held in Louisville, Kentucky, in early July. WES brings…
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