Posts by webteam
AE Wealth Management: Weekly Market Insights | 4/7/24 – 4/13/24
Weekly Market Commentary THE WEEK IN REVIEW: April 7-13, 2024 Inflation accelerates, jobs stay strong and rate cut expectations implode Markets had a rough week as the Consumer Price Index (CPI) and Producer Price Index (PPI) readings didn’t show signs of slowing inflation. Instead, inflation has crept slowly back up after dropping to 3.0% in…
Read MoreAE Wealth Management: Weekly Market Insights | 3/31/24 – 4/6/24
Weekly Market Commentary THE WEEK IN REVIEW: March 31 – April 6, 2024 Markets pull back slightly from record highs After hitting record highs in late March, markets pulled back a bit last week. Stocks moved lower after the March Institute for Supply Management’s (ISM) manufacturing reading came in higher than expected and indicated slight…
Read MoreAEWM Wealth Report – Money and Memory
Download PDF Version While no one can predict who might experience dementia in their later years, it’s prudent to include the possibility as you’re building your long-term financial plan. Overview We’ve all had them: Moments when we’ve walked into a room and forgotten what we came in for. Or saw someone out and about and…
Read MoreAE Wealth Management Quarterly Market Report for Q1-2024
VIEW PDF VERSION Markets marched upward through the first quarter, despite altered expectations about interest rate cuts this year. However, volatility could be lurking in the near future amid softening jobs data, stubborn inflation and an approaching election cycle. A Strong Start to the Year The momentum from 2023 carried over into the new year,…
Read MoreAE Wealth Management: Weekly Market Insights | 3/24/24 – 3/30/24
Weekly Market Commentary THE WEEK IN REVIEW: March 24-30, 2024 Best quarter in five years for U.S. stocks The first quarter of 2024 will go down as the best quarter for U.S. stocks since 2019. When the smoke cleared, the S&P 500 was up over 10%, the Nasdaq gained 9% and the Dow was up…
Read MoreAE Wealth Management: Weekly Market Insights | 3/17/24 – 3/23/24
Weekly Market Commentary THE WEEK IN REVIEW: March 17-23, 2024 When 6 equals 3 Markets can bend and twist reality in very strange ways when they have decided on a direction. Spoiler alert: The direction right now is upward. Remember when we started the year, and markets were expecting six or seven rate cuts in…
Read MoreAE Wealth Management: Weekly Market Insights | 3/10/24 – 3/16/24
Weekly Market Commentary THE WEEK IN REVIEW: March 10-16, 2024 Clouds gather for the Fed Inflation data did not cooperate with the market’s expectations last week. People keep spending, energy costs are rising and prices keep going up. After a hotter-than-expected jobs report the previous week, markets regained their composure early in the week, choosing…
Read MoreAE Wealth Management: Weekly Market Insights | 3/3/24 – 3/9/24
Weekly Market Commentary THE WEEK IN REVIEW: March 3-9, 2024 Unemployment at a 2-Year High While the stock markets are mostly rallying, the labor market appears to be cooling down. According to the latest findings from the Labor Department, the U.S. jobless rate reached a two-year high in February after an unexpected climb from 3.7%…
Read MoreAE Wealth Management: Weekly Market Insights | 2/25/24 – 3/2/24
Weekly Market Commentary THE WEEK IN REVIEW: Feb. 25 – March 2, 2024 New records for the S&P 500 and Nasdaq The market keeps on rallyin’. Both the S&P 500 and the Nasdaq pushed to record highs last week, surpassing highs from early 2022. February was a strong month for each major index, and U.S.…
Read MoreAEWM Wealth Report – Spring Clean Your Finances
Download PDF Version Spring is a good time to organize your finances, clean up debt and credit issues, consolidate old accounts and develop good habits to work toward your goals. Overview Do you have a space in your house in constant need of organizing? You know the one: the space where clutter seems to accumulate…
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