Wealth Speaks

SECURE Act – What Advisors Need to Know

By webteam | December 31, 2019 |

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…

Investor Tips for the New Year

By webteam | December 18, 2019 |

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…

What to do in a Slow-Growth Economy

By webteam | December 3, 2019 |

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

The Wealth Report: ‘Tis the Season for Holiday Spending Tips

By webteam | November 14, 2019 |

Who says you have to wait until Black Friday to start your holiday shopping? One good way to avoid the holiday rush and take advantage of lower prices is to shop and mail early, then sit back and enjoy your newfound free time at the end of November with family and friends. Read on for…

A Tax Upon Your Gains

By webteam | November 1, 2019 |

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…

Q3 Market Talk

By webteam | October 18, 2019 |

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.

Diversification Key to Disciplined Investing

By webteam | October 7, 2019 |

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…

The Yield Curve Conundrum

By webteam | September 10, 2019 |

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…

How to Make Charitable Giving Sustainable

By webteam | August 8, 2019 |

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…