Wealth Speaks

The SECURE Act: What Clients Should Know

By webteam | February 4, 2020 | 0 Comments

Congress addresses previous weaknesses and issues related to retirement savings plans with the new SECURE Act, which is now in effect. CLICK HERE FOR THE REPORT

2020 Market Outlook

By webteam | January 16, 2020 | 0 Comments

Now’s a great time to look forward as we enter 2020 and to help your clients do the same. Check out our 2020 Outlook video. We’re here to help you stay abreast of the domestic and international issues that could be affecting markets this coming year. CLICK HERE FOR THE FULL REPORT Here’s to a…

Impeachment: Boom or Bust for the Market?

By webteam | January 9, 2020 | 0 Comments

The U.S. House of Representatives made history on Dec. 18, 2019 by voting to adopt articles of impeachment against President Donald J. Trump. The House has charged President Trump with abuse of power and obstruction of Congress, even as he has simultaneously delivered phase I of a trade deal with China and realized the implementation…

SECURE Act – What Advisors Need to Know

By webteam | December 31, 2019 | 0 Comments

Attached to the year-end spending bill that will go into effect tomorrow, Jan. 1, 2020 is the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). Below is a summary of changes to be aware of: Limiting Stretch IRA’s – Instead of withdrawals from an inherited (non-spouse) IRA being stretched over the lifetime of the…

Investor Tips for the New Year

By webteam | December 18, 2019 | 0 Comments

Flipping the calendar to a new year always signifies the end of one chapter and the beginning of another, but the start of a new decade is an especially fitting time to embrace a fresh start. Finance-wise, the first 20 years of this millennium brought the best of times and the worst of times for…

What to do in a Slow-Growth Economy

By webteam | December 3, 2019 | 0 Comments

The U.S. has enjoyed a good run. A record-setting, long-running bull market. Historically low unemployment. Economic strength and general prosperity. But what happens when growth begins to decline? CLICK HERE FOR MORE

The Wealth Report: ‘Tis the Season for Holiday Spending Tips

By webteam | November 14, 2019 | 0 Comments

Who says you have to wait until Black Friday to start your holiday shopping? One good way to avoid the holiday rush and take advantage of lower prices is to shop and mail early, then sit back and enjoy your newfound free time at the end of November with family and friends. Read on for…

A Tax Upon Your Gains

By webteam | November 1, 2019 | 0 Comments

It’s mutual funds distribution season. Many mutual funds will be calculating up their profits and distributing the capital gains to shareholders over the next two months. What many shareholders don’t understand, however, is that mutual fund capital gains tax is their responsibility, not the fund’s. How can you help your clients avoid tax surprises when…

Q3 Market Talk

By webteam | October 18, 2019 | 0 Comments

Hear from Tom Siomades, CFA® and AE Wealth Management’s Chief Investment Officer, as he goes over what drove the market in the 3rd quarter of 2019 and what he expects we’ll see as the year comes to a close. For investment professional use only. Not for use with clients or the public.

Diversification Key to Disciplined Investing

By webteam | October 7, 2019 | 0 Comments

Remember the story of Chicken Little? (Or Chicken Licken or Henny Penny, depending on where you live.) An acorn drops on his head, leading Chicken Little to believe the sky is falling. He proceeds to whip everyone around him into a frenzy, and they march off to tell the king about the falling sky. The…