Wealth Reports
AEWM Wealth Report: How the Fed Funds Rate Impacts U.S. Consumers
Download PDF Version Overview After cutting interest rates three times in the last half of 2024, the Federal Reserve paused cuts in the first six months of 2025. Their reason for the pause: potentially inflationary tariffs and solid economic data.1 Throughout the pause, markets continued to keep a close eye on signs the Fed might…
AEWM Wealth Report: Protecting Yourself From Cybercrime
Download PDF Version Eight tips for preventing hackers from stealing your money and identity. Key Takeaways Overview As digital payment platforms become more widespread, hackers are looking to take a cut of the action. Around 65% of U.S. adults say they use a digital form of payment at least once a month, and in 2024,…
AEWM Wealth Report: A Recessionary Tale
Download PDF Version Is the U.S. headed for — or already in — a recession? Some of the signs point to yes, but we may not know until it’s already over. Overview After President Trump announced new tariffs against a wide range of countries early in his second term, talk of a potential recession in…
AEWM Wealth Report: Sell in May and Go Away?
Download PDF Version Some investors choose to exit the market for several months each year when performance is expected to be flat. What could be the merits — and flaws — of this tactic? Overview There’s a catchy phrase that gets tossed around in the investment world around this time of year: “Sell in May…
AEWM Wealth Report: Triple Threat: Three Reasons Why Life Insurance Can Help Protect And Grow Your Family’s Wealth
Download PDF Version Today’s life insurance policies can offer much more value than simply a death benefit. While helping secure the financial future for loved ones is the primary goal, life insurance can play an integral part in your overall financial plan.may take a little more work. Overview As financial professionals, we often meet people…
AEWM Wealth Report: 5 Strategies to Make Your Employer-Sponsored Retirement Plan Work Harder
Download PDF Version If you have access to a 401(k) plan through an employer, that’s the easiest way to save for retirement. But maximizing its potential may take a little more work. Overview You work, you save, you invest. But one of the keys to successful investing is making sure your investment works hard for…
AEWM Wealth Report: Investors Beware
Download PDF Version Scammers rely on fear, intimidation and manipulation of vulnerable people. Remain vigilant and alert to avoid becoming their next victim. Overview $1.03 trillion: That’s how much scammers took from unsuspecting people worldwide between November 2023 and November 2024. Americans were hit especially hard, averaging losses of $3,520 per scam victim.1 One of…
AEWM 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 —…
AEWM 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…
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…