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…
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…
When the yield curve inverted briefly on the morning of Aug. 14, 2019, it set off chatter that a recession might be lurking on the distant horizon. Economic experts began popping up on newscasts everywhere. Headlines screamed statistics about the relationship between an inverted yield curve and recessions. Although it lasted only 2 hours and…
In 2018, 69 percent of Americans made donations to charity; 64 percent of donors were women. Americas elderly generation represented 26 percent of total U.S. giving while baby boomers represented 23 percent. 1 Do you have a sustainable philanthropic plan? Overview Charitable giving is one of the oldest traditions practiced by mankind. The ancient Greeks believed philanthropy was…
Quarterly Market Talk Watch AE Wealth Management Chief Investment Officer Tom Siomades update on the second quarter’s wild ride, including insights on: China: Deal, No Deal … or Some Deal? A Changing Fed Picture Tensions with Iran For investment professional use only. Not for use with clients or the public.
China and Mexico are the largest suppliers of goods to the U.S., but ongoing trade disputes and proposed tariffs could have far-reaching implications beyond paying more for goods from these powerhouse countries. Overview On May 30, President Trump threatened new tariffs on all goods imported from Mexico. Effective June 10, the U.S. would levy a 5% tariff,…
It isn’t an easy time to be a young adult. We may be 10 years beyond the recession, but the financial wounds inflicted on middle-class families around 2008 are still hurting recent college graduates who are just setting out on their own journeys toward independence. Overview During the economic decline of the recession, many households struggled as one or both breadwinners lost jobs. Even workers who managed…
Quarterly Market Talk Hear from Tom Siomades, AE Wealth Management’s Chief Investment Officer, as he goes over what drove the market in the 1st quarter of 2019 and what he expects we’ll see as the 2nd quarter progresses. For Investment Professional Use Only.
Q3 Market Talk
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.