Posts by webteam
AE Wealth Management Quarterly Market Report for Q4 2024
VIEW PDF VERSION Markets pushed higher in the fourth quarter, marking new record highs. Talk to your advisor about ways to help harness growth and position yourself for new opportunities in 2025. A Year to Remember The fourth quarter of 2024 brought a decisive end to a year of significant market achievements and continued economic…
Read MoreAE Wealth Management: Weekly Market Insights | 12/29/24 – 1/4/25
Weekly Market Commentary THE WEEK IN REVIEW: Dec. 29, 2024 – Jan. 4, 2025 Markets limp into 2025 After ending its best two-year stretch from 1997 to 1998, the markets began 2025 much the same way they ended 2024.1 As we closed out the year, we expected money managers to engage in some profit-taking and…
Read MoreAEWM Wealth Report: Taxes and Your Portfolio
Download PDF Version Choose investments and investment vehicles based on your specific goals. You also can make strategic choices that can help minimize your tax obligations and maximize returns. Overview Tax-minimizing strategies are available to everyone, not just billionaires. There are many ways to potentially reduce your tax bill on investment gains and income —…
Read MoreAE Wealth Management: Weekly Market Insights | 12/22/24 – 12/28/24
Weekly Market Commentary THE WEEK IN REVIEW: Dec. 22-28, 2024 Markets lose some fizz after Christmas The market found its footing after the disappointment following the most recent Federal Reserve meeting. We recovered most of the losses and were right back to the levels we were at just prior to the Fed telling us not…
Read MoreAE Wealth Management: Weekly Market Insights | 12/15/24 – 12/21/24
Weekly Market Commentary THE WEEK IN REVIEW: Dec. 15-21, 2024 You’re a mean one, Mr. Powell Federal Reserve Chair Jerome Powell played the Grinch last week by signaling the Fed would be less aggressive in its approach to lowering interest rates in the coming year, even though it delivered an anticipated quarter-point (0.25%) cut at…
Read MoreAE Wealth Management: Weekly Market Insights | 12/8/24 – 12/14/24
Weekly Market Commentary THE WEEK IN REVIEW: Dec. 8-14, 2024 Nasdaq closes above 20,000 As we forecasted a few weeks ago in this commentary, the Nasdaq closed above 20,000 points before year-end, driven primarily by Big Tech.1 Still, last week was mostly weak as we were down four out of five days. Despite those down…
Read MoreAE Wealth Management: Weekly Market Insights | 12/1/24 – 12/7/24
Weekly Market Commentary THE WEEK IN REVIEW: Dec. 1-7, 2024 Markets providing early holiday joy It was hard to find anything to complain about last week, unless the suddenly colder weather made the low-tire light on your dashboard come on. But is that really a problem — or do we just need something to complain…
Read MoreAE Wealth Management: Weekly Market Insights | 11/24/24 – 11/30/24
Weekly Market Commentary THE WEEK IN REVIEW: November 24-30, 2024 Has the Santa Claus rally started? The market continued to climb during the short trading week, with only an interruption on Wednesday after the Federal Reserve’s preferred inflation measure showed inflation is moving sideways.1 This data sparked debate (again) about the pace and magnitude of…
Read MoreAEWM Wealth Report – Start the New Year Off Right
Download PDF Version What are your financial goals for the coming year? The beginning of a new year is a good time to look at shoring up weak spots and simplifying your financial plan. Overview At the end of every December, we celebrate and hope for a healthy and prosperous new year, but we never…
Read MoreAE Wealth Management: Weekly Market Insights | 11/17/24 – 11/23/24
Weekly Market Commentary THE WEEK IN REVIEW: November 17-23, 2024 Markets resume their advance The markets resumed their upward march last week, recouping much of the previous week’s losses and closing in on record highs. It appeared markets shrugged off comments from Federal Reserve Chair Jerome Powell regarding the potential slowing or decreasing of rate…
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