Posts by webteam

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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U.S. Trade Update

The U.S. continues its controversial trade policies with the rest of the world; most notably China. In early July, the Trump administration levied 25 percent tariffs on $34 billion of Chinese imports, only to have China respond in kind.1  While consumers can expect to pay higher prices in the wake of this trade war, investors have…

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All Eyes on … Gab Nioce!

Gab Nioce Advisor Service Representative What is your role in AE Wealth? I am a part of the Phone Team. I take advisor’s calls and help them with anything they need and answer all their questions. How long have you been with AE Wealth Management? I started as a temp in May of 2017. My official…

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Advisors: You’re Never Too Big to Stop Marketing

Tips independent advisors can use to incorporate marketing into their practice management routines. Article by Chris Radford, President of AE Wealth Management, featured on WealthManagement.com. “I have all the clients I need, so I don’t need to do marketing.” For independent advisors, I believe this is a very self-destructive statement. And, something I hear a…

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