Posts by webteam

Year End Checklist

The end of the year is always a busy time for advisors. With many items required to be completed by Dec. 31, use this checklist to keep track of these tasks for your clients’ accounts. Contact info@ae-wm.com to request a copy of the Year-End Checklist today!  

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Watch Out for the Wash Sale Rule When Harvesting Losses

With the end of the year upon us, many investors are looking for opportunities to reduce tax liabilities by harvesting losses. As you’re considering selling assets, however, one important regulation to keep in mind is the Wash Sale Rule, in which the IRS can disallow a tax deduction for a security. A wash sale occurs…

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Leading With Gratitude

“Reflect upon your present blessings, of which every man has plenty; not on your past misfortunes, of which all men have some.” ~Charles Dickens Americans talk a lot about thankfulness this time of year. The holidays tend to bring out a “count your blessings” state of mind for many of us. We are grateful for…

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All Eyes On … Ben Sullivan!

Name: Ben Sullivan Title: Advisor Model Analyst   How long have you been with AE Wealth Management? 18 months   What made you decide to join AEWM?  Their heavy involvement in the community and their investment in the growth of their employees’ careers.   Tell me about your role, department and what they do?  I work…

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6 Things to Know About Harvesting Capital Losses

As we head into the last eight weeks of the calendar year, most advisors are starting to check boxes on their end-of-year client task list. There are certain items that need to be completed by December 31 to avoid tax penalties, including taking required minimum distributions (RMDs), completing Roth IRA conversions and more. One of…

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Talking to Your Clients About Recent Market Volatility

Nothing gets a financial firm’s phones ringing quite like market volatility – a fact about which many advisors may have been reminded lately. Investors were lulled by the relative calm we’ve had in the markets recently and now find themselves jarred back to reality as the market responds to factors such as interest rate hikes…

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How to Avoid Bad Investment Advice

Overview It’s no secret that Google’s search function yields a wealth of information associated with nearly every facet of finance. A search with the words “financial planning” will reveal more than a billion items to explore. While investors can immerse themselves in this sea of information, they may find that practical wisdom is in short supply. The unfortunate…

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All eyes on … Cindy Glenn

Title: Wealth Management Case Design Consultant How long have you been with AE Wealth Management? 6 months What is your role in AE Wealth? Case Design What’s your favorite aspect of your job?  My coworkers and our team as a whole If you could travel anywhere in the world – where would you go and…

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How Will the Market Respond to Mid-Term Election Results?

IT DEPENDS ON WHO TAKES THE SEATS. Mid-term elections are fast approaching, and how they’ll shake out is currently anyone’s guess. All 435 seats of the US House of Representatives are up for grabs, as well as 35 of 100 seats in the Senate.1 On November 6, voters will also cast their ballot for 36…

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