Posts by webteam
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…
Read MoreAE 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…
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