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The 4-Step Plan for Advisors When Markets Turn Volatile

Nervousness around COVID-19 and its implications for the global economy, a price war over oil between Saudi Arabia and Russia and an “emergency” half-point rate cut by the Federal Reserve all combined to form the perfect storm for investors in early March. Markets came off their record highs from February to take our portfolios –…

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Is Risk Lurking in Your Portfolio?

“Ya gotta spend money to make money.” “The greater the risk, the greater the reward.” “No pain, no gain.” No matter where we look or what we read, we are reminded that growth always requires some level of risk. It’s especially true when it comes to growing our money; we know that investing is an…

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SECURE Act – What Advisors Need to Know

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…

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Investor Tips for the New Year

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…

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What to do in a Slow-Growth Economy

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

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A Tax Upon Your Gains

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…

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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.

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The Yield Curve Conundrum

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…

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How to Make Charitable Giving Sustainable

In 2018, 69 percent of Americans made donations to charity; 64 percent of donors were women. America’s 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…

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Q2 Market Talk

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.

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