Posts by webteam
AE 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…
Read MoreAE Wealth Management: Weekly Blog Insights | 11/21-11/27/21
Out of Africa As far as movies go, the phrase “Out of Africa” is fantastic. But when related to a new and more dominant mutated strain of coronavirus? Not so much. News of the Omicron variant led to European Union countries and Israel curtailing travel from southern Africa. U.S. markets got spooked, with the Dow…
Read MoreAE Wealth Management: Year-End Tax Strategies | Blog
YEAR-END TAX STRATEGIES: GIFT IT, GIVE IT, GAIN IT, LOSE IT, MAX IT, USE IT Download PDF Version Here Tax-minimizing strategies, such as 401(k) plan contributions, RMDs and direct IRA-to-charity donations, must occur by year end. Overview In September, the White House published a report estimating that from 2010 to 2018, the 400…
Read MoreAE Wealth Management: Weekly Blog Insights | 11/14-11/20/21
Vaccine mandate on hold The Occupational Safety and Health Administration (OSHA) announced last week it would be suspending enforcement of the administration’s vaccine mandate for firms with 100 or more employees. The mandate — hailed by some as an effective tool to get more people vaccinated and by others as unconstitutional — is now in…
Read MoreAE Wealth Management: Weekly Blog Insights | 11/7-11/13/21
Consumers are priced out The headline pretty much says it all: “Latest inflation reading hits highest level in three decades.” Last week’s Consumer Price Index (CPI) report showed that prices jumped 6.2% between October 2020 andOctober 2021, outpacing expectations of a 5.9% increase. Consumers are definitely taking notice; the largest increases since the September report…
Read MoreAE Wealth Management: Systematic Fixed Investing | Blog
WHAT IS SYSTEMATIC FIXED-INCOME INVESTING? Download PDF Version Here In recent years, fixed-income money managers have begun using systematic investing as an active management strategy to help meet risk, reward and diversification objectives. Overview Given the current environment of stubborn inflation and a frustrated labor market, the overall environment does not bode well…
Read MoreAE Wealth Management: Weekly Blog Insights | 10/31-11/6/21
The Fed makes its move The much-telegraphed taper was announced after the Federal Reserve concluded its meeting lastWednesday. Markets didn’t seem to notice the very real fact that additional liquidity would be removed to the tune of $15 billion per month. Remember, the Fed was adding $120 billion total per month in quantitative easing; at…
Read MoreAE Wealth Management: Weekly Blog Insights | 10/24-10/30/21
Screeching to a halt! After growing by 6.3% in the first quarter and 6.7% in the second, gross domestic product (GDP) growth slowed significantly during the third quarter. Expectations were initially at +3.5% but dropped as the day for reporting grew closer. We landed at 2.0% growth for Q3 — an overall increase, but a…
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