Wealth Reports
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?…
AE Wealth Management: Shrinking Savings | Blog
Download printable version here Americans are saving less and spending more — on plastic. Personal savings rates are dropping, while consumer debt is on the rise. What could this mean for the U.S. economy in the second half of the year? Overview After experiencing robust growth in 2021, the U.S. economy began to falter in…
AE Wealth Management: Opportunity in Electric Vehicles | Blog
Download PDF Version Here The average retail price of gasoline in the U.S. hit $4.70 on May 23.1 Will the rising cost of gas be a boon for electric vehicle manufacturers and retailers? Overview After cratering to $13.78 per barrel in the early days of the pandemic, oil prices skyrocketed to over $100 per…
AE Wealth Management: How the Fed Funds Rate Impacts U.S. Consumers | Blog
Download PDF Version Here In May, the Fed raised interest rates for the second time in two months. Could we see more aggressive rate raises in the near future — and how will they impact investors? Overview After keeping the federal funds rate near zero for the better part of two years, the Federal Reserve…
AE Wealth Management: History of Recessions | Blog
View PDF Version Rising interest rates, shrinking GDP and an inverted yield curve are early warning signs the U.S. could be headed for a recession. Overview As the world tentatively emerged from the COVID-19 pandemic in early 2021, the U.S. economy benefited from pent-up consumer demand. Americans increased spending as they cautiously ventured from their…
AE Wealth Management: ESG Rating’s Purpose and Power | Blog
The Purpose and Power of ESG Ratings The Wealth Report by AE Wealth Management Download PDF Version Here Long-term sustainability has quickly become a mainstay criterion in global investing, as measured by environmental, social and governance (ESG) ratings. Overview In the past, socially responsible investing was largely viewed as a form of moral or political…