Wealth Reports
AE Wealth Report – Protecting Yourself from Cybercrime
Download PDF Version Protecting Yourself from Cybercrime The rise of digital payments has made more Americans vulnerable to online fraud. Take these proactive steps to help protect your money and identity from being stolen by scammers and cybercriminals. Overview Digital payments are on the rise — and hackers are looking for a cut. More than…
AEWM Wealth Report – Riding Out the Bear Market
Download PDF Version Riding Out the Bear Market Don’t let market downturns derail your long-term goals. Market downturns are an inevitable part of the investing cycle. Investors who see them as an opportunity for growth and stay the course are more likely to achieve their long-term goals. Overview “What goes up must come down.” Investors…
AEWM Wealth Report – Midterms and Markets
Download PDF Version Midterms and Markets What midterm elections could mean for your financial plan Elections tend to create a lot of questions and uncertainty. The uncertainty wreaks havoc on markets, which are concerned about potential changes or stalls in fiscal, tax, estate, international and environmental policies. Overview Americans are heading back to the polls.…
AEWM Wealth Report – Giving the Gift of Organization
Download PDF Version Giving the Gift of Organization Make it easy for loved ones to find important documents with this handy checklist. Do your loved ones know where your important documents are located or whom to call for help after you’re gone? Use this checklist to get organized. Overview From a birth certificate and driver’s…
AEWM Wealth Report – Stagflation Nation
Download PDF Version Stagflation Nation Ongoing elevated inflation plus slow economic growth could lead to prolonged “stagflation” in the U.S. Overview Stagflation. It’s a funny word, but there’s really nothing funny about it. The mashup of “stagnant and inflation” is used to denote a period of slow economic growth combined with elevated inflation — a…
AEWM Wealth Report – The Inflation Reduction Act
Download PDF Version The Inflation Reduction Act Many of the provisions in the Inflation Reduction Act may impact the cost of living for older Americans. Some of those changes include lower prescription costs and decreased Medicare premiums. Overview President Joe Biden signed the Inflation Reduction Act (IRA) into law on Aug. 16, 2022. While the primary…
AEWM Wealth Report – Living Through a Layoff
Download PDF Version Living Through a Layoff Layoffs often increase during a recession. If you’re caught in a layoff or corporate downsizing, a financial advisor can help examine your options and make sure your retirement stays on track. Overview Peloton. Coinbase. Netflix. Tesla.1 What do these well-known companies have in common? They’ve all laid off…
AEWM Wealth Report – Is the 60/40 Portfolio Still Viable in the Current Market Environment?
Download PDF Version Is the 60/40 Portfolio Still Viable in the Current Market Environment? When building portfolios, the traditional model is a split of 60% stocks and 40% bonds. But high inflation and rising interest rates have hit bonds hard and recent volatility has pushed markets down. Should investors add more stocks to their portfolio…
AEWM Wealth Report | The Cost of Conflict
Download printable version here The Cost of Conflict How the ongoing clash between Russia and Ukraine is impacting the U.S. The conflict between Russia and Ukraine has had significant repercussions for the U.S. economy. Investors should be prepared for ongoing challenges as the war drags on. Overview When Russia invaded Ukraine on Feb. 24, hopes…
AEWM Wealth Report | Housing Market Shows Signs of Cooling
Download printable version here There’s No Place Like Home Real estate investors contributed to rising home prices over the past two years. With mortgage rates on the rise, the housing market is showing signs of cooling. What does that mean for housing prices — and how could it affect individual homebuyers and real estate investors?…