Wealth Reports
The Wealth Report: A Primer on Market Indexes
A Primer on Market Indexes The Wealth Report by AE Wealth Management Download PDF Version Here Market indexes track the performance of select groups of stocks, bonds or other investments that represent a particular facet of the market, such as government bonds, tech stocks or even the overall equity market. Overview In 1993, the Securities…
AE Wealth Management: Stereotypical Investor Mistakes | Blog
Beware of Stereotypical Investor Mistakes The Wealth Report by AE Wealth Management Download PDF Version Here Learn to recognize common investor blunders to avoid them in the future. Overview The first quarter of 2022 has brought more turbulence to the financial markets. On the heels of the omicron outbreak, inflation continued to surge and Russia…
AE Wealth Management: Work Income & Social Security | Blog
Mixing Work Income With Social Security Benefits The Wealth Report by AE Wealth Management Download PDF Version Here Social Security withholding and tax rules related to earning income during retirement are not simple, but there are strategies that can help optimize your situation. Overview Up until COVID-19, there was a solid trend of people continuing…
AE Wealth Management: Minimum Retirement Payouts | Blog
NEW RMD RULES FOR 2022 The Wealth Report by AE Wealth Management Download PDF Version Here New IRS tables are designed to decrease the amount of required minimum distributions (RMDs) going forward. Overview Retirement income savings plans, such as an employer 401(k), 403(b) plan and the traditional IRA, permit investors to contribute earned income on…
AE Wealth Management: Value of Financial Planning | Blog
THE VALUE OF HAVING A FINANCIAL PLAN The Wealth Report by AE Wealth Management Download PDF Version Here One way to help weather volatile markets, meet financial objectives and manage risk is to have a carefully constructed financial plan. Overview One of the most important ways investors can endure the up-and-down nature of investment…
AE Wealth Management: Tax Season Challenges | Blog
CHALLENGES OF THE 2021 TAX-FILING SEASON The Wealth Report by AE Wealth Management Download PDF Version Here Learn about the unique challenges of this year’s tax-filing season and gauge your chances of being audited. Overview This year, the season for filing 2021 income tax returns began Jan. 24 and ends on April 18, unless…
AE Wealth Management: Start the New Year Right | Blog
START THE NEW YEAR OFF RIGHT Download PDF Version Here In a recent survey, Fidelity found that 71% of Americans met the financial goals they set for 2021.1 In addition to continuing those resolutions, the beginning of a new year is a good time to shore up weak spots and simplify your financial plan.…
AE Wealth Management: Inflation With Economic Growth | Blog
INFLATION: AN UNFORTUNATE SYMPTOM OF A GROWING ECONOMY Download PDF Version Here Today, monetary policy is accommodative, corporations are investing, and both employment levels and wages are increasing. All of these positive factors can lead to rising prices. Overview Even though COVID-19 remains a part of our lives and will likely be here for…
AE Wealth Management: Infrastructure Opportunities | Blog
THE NEW INFRASTRUCTURE BILL PRESENTS OPPORTUNITIES FOR INVESTORS Download PDF Version Here After decades of patched “shovelready” projects, the new bipartisan legislation aims to usher America into the 21st century with infrastructure enhancements designed to meet the demands of a growing population and future energy needs. Overview Congress recently passed the $1.2 trillion…
AE Wealth Management: Year-End Tax Strategies | Blog
YEAR-END TAX STRATEGIES: GIFT IT, GIVE IT, GAIN IT, LOSE IT, MAX IT, USE IT Download PDF Version Here Tax-minimizing strategies, such as 401(k) plan contributions, RMDs and direct IRA-to-charity donations, must occur by year end. Overview In September, the White House published a report estimating that from 2010 to 2018, the 400…