AE Wealth Management, LLC

📈 Markets wrapped up August near record highs despite a bumpy start. Now, all eyes are on the Fed’s upcoming rate decisions in September. How significant will the cuts be? Our latest weekly report dives into where we believe rates are headed by year-end. Get the insights you need to stay ahead:  https://lnkd.in/gqkU7SBy

In observance of Labor Day, the markets and our offices will be closed on Monday, September 2, but will reopen on Tuesday, September 3.

Each year, the Financial Services Institute (FSI) Advocacy Circle of Excellence honors a select few committed to influencing change and advancing the interests of main street american investors and the independent financial services industry. This year, our very own Shawn Scholz was among the few selected to be recognized for his efforts. 🎉 Congratulations Shawn! We are so proud to have you on our team. 

When we say “work hard, play hard” we mean it! This month our employees were given the opportunity to showcase the power of their swing either at the driving range or the softball diamond 🥎 ⛳. Thanks to everyone that braved the heat to make these such fun events! #FUNC #AEFunCommitee

How well do you know your client’s financial personality? This week’s Wrap Up Webinar had us all buzzing 🐝 about the new BEFI-20 (Behavioral Finance) tool. We learned how understanding your client’s financial personality will not only deepen those connections 🤝 but help you design a portfolio that is tailored to their specific goals.  

📣Big shoutout to Rachel DeAlto for speaking to our team at the quarterly Inspire U training! Her interactive approach to presenting the power of relatability left us energized ⚡ and ready to Connect, Communicate, and Inspire. 🎉

At the Federal Reserve’s symposium, key announcements signal the start of long-awaited rate cuts. Markets are bracing for an upswing amid a shift toward a less restrictive monetary policy. Click the link below to better understand the potential impact of these changes in the months ahead. https://lnkd.in/gSCrYU2Q

Markets had their best week so far this year as the latest data shows inflation continues to decline. The numbers pretty much guarantee the Fed will start cutting rates in September. Find out what else is happening with markets in our weekly commentary: https://lnkd.in/gCRfSDti

We are thrilled to announce that AE Wealth Management recently surpassed $30 Billion in Assets Under Management! This remarkable achievement is a testament to the hard work and dedication of the advisors we work with as well as our incredible staff. This week, our leadership team took time to visit each employee's desk to say thanks and present a fun "Pass, Pass, Keep" game set. A great game to play with friends and family after a good day’s work!

Exciting news! Our Chief Market Economist, Tom Siomades, just had an article published in the WealthManagement.com 2024 Midyear Outlook! Dive into Tom’s analysis of the market's stellar performance during the first half of 2024 and what lies ahead for the rest of the year. Click the link and read the full article now! 👉 Visit https://lnkd.in/gx2gR-hK #AEWM #AEWealthInsights #WealthManagement.com #MarketOutlook