The February jobs report released in early March raised more than a few questions about a potential economic slowdown in the U.S. The report showed that 20,000 jobs were added in February, fewer than forecasted – 160,000 fewer, to be precise.1 Does the report indicate that an economic slowdown is on the horizon? The jobs…
Ahhhh, spring. For many of us, the warmer weather is welcome after an exceptionally cold, gray and overly blah winter. As we throw open the windows, our thoughts turn to that common ritual of March and April: spring cleaning. While we typically think of spring cleaning for our physical environment, it’s also a good idea…
It’s digital. Back in the relatively-unplugged days of the early 1980’s, a little movie called “WarGames” raised the specter of a new potential threat in the American consciousness: the suggestion that a Regular Joe with a desktop computer could hack into the U.S. network and propel us towards a nuclear war. At its release, the…
Name: Patrick Malone Title: Platform Specialist How long have you been with AE Wealth Management?: Just over 2 years What made you decide to join AEWM? Great opportunity with a great company that treats its employees very well. Tell me about your role, department and what they do? I am on the technology/platform team in…
It’s the third week of the government shutdown, and a resolution doesn’t seem to be presenting itself any time soon. The partial shutdown – which has resulted in the closure of nine out of 15 federal departments, as well as dozens of agencies and federal programs1 – has already started a snowball of economic effects in…
During Periods of Heightened Market Volatility In early 2018, the New York Attorney General reached an agreement with 13 major fund firms, requiring them to share how much their funds are actively managed.[i] The information – called active share – can help investors stay informed as to how much active management they’re receiving compared to…
When you first set up an investment, you carefully created allocation ratios that fit the investor’s needs and chose an asset mix to match. Over time, however, those allocations can stray from their original benchmarks, potentially leaving the portfolio too heavy in one asset class and underweight in others. This imbalance can occur due to…
Name: Cathy Goodman Title: Senior Processing Specialist How long have you been with AE Wealth Management? 3 years in March. I joined right at the beginning! What made you decide to join AEWM? I was ready for a change. Tell me about your role, department and what they do? I am on the processing team- we review…
Like individual stocks, investors are required to pay on gains realized from mutual fund holdings. However, the process of identifying mutual fund gains and calculating how much is owed on those gains is much less straightforward than the process for individual stocks. Understanding the types of mutual fund distributions, how they are taxed, and the…
On Monday, December 3, the U.S. Treasury Yield Curve inverted for the first time in over a decade. Just one day later, the Dow fell 799 points (3.1 percent), with the S&P 500 and Nasdaq also finishing down (3.2 percent and 3.8 percent respectively).[i] The yield curve inversion occurred as the yield on the five-year…