Wealth Reports
AE Wealth Management: Planning to Fund Caregiving | Blog
AGE-INDUCED DISABILITY: FINANCIAL, RETIREMENT & ESTATE PLANNING Download PDF Version Here We’re living longer these days, and with a longer life, many of us will need some type of caregiving assistance, whether it’s from a home health aide or a family member, or in a nursing home. The challenge retirees face is how to…
AE Wealth Management: The Zero-Net Economy | Blog
WORKING TOWARD THE NET-ZERO ECONOMY Download PDF Version Here The future net-zero emissions economy is one many businesses and industries are looking toward, and this shift may have implications for portfolios. Overview Scientists attribute extreme weather events all over the world to a global warming trend. Since the late 19th century, the average…
AE Wealth Management: A Cryptocurrencies Primer | Blog
CRYPTOCURRENCIES: A PRIMER Download PDF Version Here For now, the cryptocurrency market is testing the limits of our existing financial laws and regulations — which do not directly address this unique industry and its ecosystem. Overview On March 12, the price of Bitcoin cryptocurrency reached over $61,000, posting what amounts to a 300%…
AE Wealth Management: True Asset Diversification | Blog
ARE YOU SURE YOUR ASSETS ARE DIVERSIFIED? Download PDF Version Here Evaluate your diversification strategy across all of your investment accounts to ensure that many of your holdings do not overlap — which may negate the benefits of diversifying. Overview The theory of diversification is that by spreading out invested assets among a…
AE Wealth Management: Using Your HSA for Retirement | Blog
USING THE HSA FOR RETIREMENT, NOT JUST HEALTH CARE Download PDF Version Here Learn about the lesser-known benefits of owning a Health Savings Account (HSA) to help fund your retirement. Overview Whether your health insurance is purchased from the individual market, including government exchanges, or sponsored by your employer, chances are good that…