Posts by webteam
AE Wealth Management Quarterly Market Report for Q4-2021
A DRAMATIC FINISH TO THE YEAR Overall, the final quarter of 2021 was a strong one, with markets hovering near record highs for a good portion of October and early November. The quarter wasn’t without drama, however. In late November, markets experienced their worst day of the year after a new COVID-19 variant was identified…
Read MoreAE Wealth Management: Weekly Blog Insights | 1/2-1/8/22
New year, old problems — and same solutions The first trading week of 2022 was not a good one. The initial few days were pretty good as we returned to work after the holidays, with markets posting new record highs. Then Wednesday rolled around and the Federal Reserve released the minutes from its final meeting…
Read MoreAE Wealth Management: Start the New Year Right | Blog
START THE NEW YEAR OFF RIGHT Download PDF Version Here In a recent survey, Fidelity found that 71% of Americans met the financial goals they set for 2021.1 In addition to continuing those resolutions, the beginning of a new year is a good time to shore up weak spots and simplify your financial plan.…
Read MoreAE Wealth Management: Weekly Market Insight |12/26/21-1/1/22
One more gift in Santa’s bag A “Santa Claus rally” pushed the S&P 500 to another record high last week. Waning fears over the omicron variant appeared to spur the increase, even as daily COVID cases hit their own record high. So far, it seems hospitalization rates remain contained, and the CDC reduced the recommended…
Read MoreAE Wealth Management Weekly Market Insights | 12/19-12/25/21
Making market spirits bright Last week, domestic markets bounced back after studies showed the new omicron variant might not be as severe or disruptive as previously feared. After sliding the previous week, markets carried the downward momentum into Monday, and the S&P 500 marked its first three-day losing streak sinceMay. Continuing concerns around omicron and…
Read MoreAE Wealth Management: Inflation With Economic Growth | Blog
INFLATION: AN UNFORTUNATE SYMPTOM OF A GROWING ECONOMY Download PDF Version Here Today, monetary policy is accommodative, corporations are investing, and both employment levels and wages are increasing. All of these positive factors can lead to rising prices. Overview Even though COVID-19 remains a part of our lives and will likely be here for…
Read MoreAE Wealth Management Weekly Market Insights | 12/12-12/18/21
Fed finally makes a move. Is it enough? At its last Federal Open Market Committee (FOMC) meeting of 2021, the Federal Reserve finally said what we’ve all been feeling and took some action. Initially, the Fed announced it would begin tapering its $120 billion per month in bond purchases by $15 billion. It was also…
Read MoreAE Wealth Management: Weekly Market Insights | 12/5-12/11/21
Markets shake off omicron and look to the Fed After selling off the week prior, markets decided the omicron variant likely is not something that will bring us back to the same places we were in initially with the coronavirus or delta variant. News of no new widespread restrictions, mandates or lockdowns was enough to…
Read MoreAE Wealth Management: Infrastructure Opportunities | Blog
THE NEW INFRASTRUCTURE BILL PRESENTS OPPORTUNITIES FOR INVESTORS Download PDF Version Here After decades of patched “shovelready” projects, the new bipartisan legislation aims to usher America into the 21st century with infrastructure enhancements designed to meet the demands of a growing population and future energy needs. Overview Congress recently passed the $1.2 trillion…
Read MoreAE Wealth Management: Weekly Blog Insights | 11/28-12/4/21
Omicron smacks markets around As we emerged from the Thanksgiving holiday weekend, the large stock market drop on Black Friday was fresh in investors’ minds. Black Friday weekend shopping readings offered little optimism as they were still well below pre-pandemic levels. Consumers seem to have front-loaded purchases in response to supply chain concerns. Markets rallied…
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