Posts by webteam
AE Wealth Management: Weekly Market Insights | 12/10/23 – 12/16/23
Weekly Market Commentary THE WEEK IN REVIEW: December 10-16, 2023 Markets hit new highs as we accelerate into year-end Markets had a great week as they awaited inflation numbers and the decision from the final Federal Reserve meeting of the year. Let’s just say the data and the meeting did not disappoint. We started the…
Read MoreAE Wealth Management: Weekly Market Insights | 12/3/23 – 12/9/23
Weekly Market Commentary THE WEEK IN REVIEW: December 3-9, 2023 Markets resume upward momentum as we near year-end Markets had a decent week after a slow start. After the ADP employment report, Job Openings and Labor Turnover Survey (JOLTS) and Bureau of Labor Statistics (BLS) employment situation summary — aka “nonfarm payrolls” — all showed…
Read MoreAEWM Wealth Report – Charitable Giving Strategies Almost Everyone Can Use
Download PDF Version You don’t have to be super wealthy to become philanthropic. And when you give, it doesn’t just benefit the recipient — you and your heirs can also benefit through possible tax and estate reductions. Overview “No one has ever become poor by giving.” -Anne Frank Charitable giving is a tradition as old…
Read MoreAE Wealth Management: Weekly Market Insights | 11/26/23 – 12/2/23
Weekly Market Commentary THE WEEK IN REVIEW: Nov. 26 – Dec. 2, 2023 November was a good month for markets Christmas came early this year for investors. Colloquially known as a “Santa Claus rally,” the market experienced an upward bounce in the latter half of November. On the equities side, the S&P 500 and Nasdaq…
Read MoreAE Wealth Management: Weekly Market Insights | 11/19/23 – 11/25/23
Weekly Market Commentary THE WEEK IN REVIEW: Nov. 19-25, 2023 Stocks move higher in a quiet trading week Last week was a fairly quiet one, with many people off for the Thanksgiving holiday. However, a couple of notable pieces of data dropped. On Wednesday, the Commerce Department reported that durable goods orders decreased 5.4% in…
Read MoreAE Wealth Management: Weekly Market Insights | 11/12/23 – 11/18/23
Weekly Market Commentary THE WEEK IN REVIEW: Nov. 12-18, 2023 Markets rally as interest rates dip and chances of additional hikes recede Markets continued to climb back toward end-of-July highs last week. After the Federal Reserve’s last meeting and a softer jobs number indicated a slowing economy, markets began to look for additional confirmation of…
Read MoreAE Wealth Management: Weekly Market Insights | 11/5/23 – 11/11/23
Weekly Market Commentary THE WEEK IN REVIEW: Nov. 5-11, 2023 Markets stall after hawkish comments from Fed officials After last week’s decision to keep interest rates where they are, markets took a breath and focused on comments from Federal Reserve officials this week. First, Michelle Bowman said she expects further tightening will be needed, causing…
Read MoreAE Wealth Management: Weekly Market Insights | 10/29/23 – 11/4/23
Weekly Market Commentary THE WEEK IN REVIEW: Oct. 29 – Nov. 4, 2023 Fed pauses and markets bounce back The Federal Reserve paused again last week, holding rates steady at 5.25% to 5.50%. At his post-meeting press conference, Chair Jerome Powell didn’t really provide any direction other than the Fed will continue to depend on…
Read MoreAEWM Wealth Report – Covering the Cost of Care
Download PDF Version Longer lifespans mean more Americans will need some sort of long-term care assistance in their later years. Your financial professional can help you find and implement options to cover the cost and help make sure you receive the care you need when you need it most. Overview Americans are living longer —…
Read MoreAE Wealth Management: Weekly Market Insights | 10/22/23 – 10/28/23
Weekly Market Commentary THE WEEK IN REVIEW: Oct. 22-28, 2023 Q3 GDP comes in hot — but will it stay that way? Experts were saying that third-quarter gross domestic product (GDP) would be strong — but just how strong was a surprise, coming in at an eye-popping 4.9%! Where did all this growth come from,…
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