Posts by webteam
AEWM Wealth Report – Investing Due Diligence. Don’t be afraid to ask questions
Download PDF Version Not every investment strategy is a good fit for your life. A little due diligence goes a long way toward moving you closer to your financial goals. Overview You don’t need to turn far for financial advice. After all, a quick internet search yields millions of results covering every money-related topic. Enter…
Read MoreAE Wealth Management: Weekly Market Insights | 10/27/24 – 11/2/24
Weekly Market Commentary THE WEEK IN REVIEW: October 27-November 2, 2024 A wild ride to close out October After nearly a month of waiting for Israel to respond to the Iranian missile attack on Oct. 1, the Israel Defense Forces (IDF) struck military installations in Iran,1 including military missile defense and production facilities. It was…
Read MoreAE Wealth Management: Weekly Market Insights | 10/20/24 – 10/26/24
Weekly Market Commentary THE WEEK IN REVIEW: Oct. 20-26, 2024 Dude, where’s my rate cut? Just five weeks after the Federal Reserve’s jumbo rate cut of 50 basis points (0.50%), the 10-year Treasury yield has climbed from 3.74% to just below 4.25%. The 50-basis-point increase in market rates appears to have undone the Fed’s efforts.1…
Read MoreAE Wealth Management: Weekly Market Insights | 10/13/24 – 10/19/24
Weekly Market Commentary THE WEEK IN REVIEW: Oct. 13-19, 2024 The only “October surprise” so far has been a record-setting stock market run Markets continue to defy historical trends. After a pretty good September, the good vibes have continued into the first three weeks of October. Records are being set, and two months that have…
Read MoreAE Wealth Management: Weekly Market Insights | 10/06/24 – 10/12/24
Weekly Market Commentary THE WEEK IN REVIEW: October 6-12, 2024 Another week, another record high The S&P 500 hit a new all-time high last week, the 45th time it’s done that in 2024.1 The Dow also saw a new high, after the earnings season kicked off in a positive way.2 Banks like JPMorgan Chase and…
Read MoreAE Wealth Management: Weekly Market Insights | 9/29/24 – 10/5/24
Weekly Market Commentary THE WEEK IN REVIEW: Sept. 29-Oct. 5, 2024 Jobs data points to fewer cuts by end of year After the Federal Reserve delivered its first rate cut in over two years, all eyes are now on how many more cuts we will see, how soon we can expect them and whether the…
Read MoreAE Wealth Management Quarterly Market Report for Q3-2024
VIEW PDF VERSION A divisive election, geopolitical events, recessionary concerns, and the Fed’s inaction and subsequent action all seemed to seemed to cause volatility to spike in the third quarter and could continue to raise challenges for investors through the final quarter of 2024. Calm First Half Gives Way to Increased Volatility in Third Quarter…
Read MoreAEWM Wealth Report – 5 Common Mistakes Investors Make When Markets Drop
Download PDF Version When markets drop, is your first instinct to sell or stay put? Do you try to find the best time to jump into the market after a downturn? Those are just two of the mistakes you could be making with your investments — and they could be hurting your long-term success. Overview…
Read MoreAE Wealth Management: Weekly Market Insights | 9/22/24 – 9/28/24
Weekly Market Commentary THE WEEK IN REVIEW: Sept. 22-28, 2024 Market defies September tradition The Federal Reserve delivered its long-awaited rate cut on Wednesday, Sept. 18. Markets paused initially and then surged in the two days following the announcement, then posted new highs in the first half of last week. We took a step back…
Read MoreAE Wealth Management: Weekly Market Insights | 9/15/24 – 9/21/24
Weekly Market Commentary THE WEEK IN REVIEW: Sept. 15-21, 2024 The Fed finally cuts rates The Federal Reserve finally delivered the long-awaited rate cut last Wednesday. The Fed began raising rates in March 2022 from zero, paused for a month in June 2023, and hit us with a final 25-basis-point (0.25%) hike at the July…
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