AEWM MARKET TALK

States are reopening. Unemployment rates are decreasing. Things are looking up, but questions linger about what the next few months – or even years – may bring.

To get a sense of where we are now and where we might be headed, I spoke with Joe Becker, FRM, Director of Portfolio Strategy for ...
View

Counter Fear With a Positive Outlook

AEWM co-founder David Bach shares reasons (there’s lots of them!) to be hopeful for the future and how to apply a “Work vs. Worry’’ approach. Let ...
View

Tom: “I think I speak for everyone when I say the events of the past two weeks have been mostly indescribable.”

I think I speak for everyone when I say the events of the past two weeks have been mostly indescribable. Market sell-offs, rising infection numbers in ...
View

Tom Siomades with guest Dr. Jeremy Siegel: “It’s been an unprecedented week for the markets. We’ve experienced eight consecutive days of 4% swings.”

The Dow broke through 20,000 yesterday and almost made it back in a late-day, 1,000-point rally but still finished the day down over 6%. We're sure ...
View

AEWM MARKET MINUTE

Friday, May 29, 2020

Markets feel effects of tensions with China President Trump toughens his stance on China, while his spat with Twitter also causes some disruptions. A June 8 ...
View

Thursday, May 28, 2020

Claim numbers improve but still gloomy New unemployment claims dropped for an 8th straight week, though the weekly total (2.12 million) remained distressing. News from Hong ...
View

Wednesday, May 27, 2020

Markets brush off Hong Kong unrest Another strong day for the Dow led to a close above 25,500 points. U.S.-China relations continue to be an area ...
View

Tuesday, May 26, 2020

Strong rally to start the week Weekend revelers cheered reopenings, and markets were similarly buoyed today as they reached important milestones that may signal an upward ...
View

Friday, May 22, 2020

Mixed Day for Markets, But Things Are Starting to Improve Overall Friday was a mixed day for the markets, which dipped initially on increasing tensions with ...
View

Thursday, May 21, 2020

Rate of Unemployment Claims Continues to Drop A total of 38 million Americans filed unemployment claims since mid-March, with 2.4 million claims added in the past ...
View

Wednesday, May 20, 2020

All 50 States Open for Business Markets recouped yesterday’s losses, buoyed by earnings reports from Target and Lowe’s as well as the news that all 50 ...
View

Tuesday, May 19, 2020

Mixed Retail Results Dampen Market’s Momentum First-quarter retail results were mixed, with a few notable standouts among essential businesses. Treasury Secretary Steven Mnuchin and Federal Reserve ...
View

Monday, May 18, 2020

Optimism Fuels Markets Promising news about a potential vaccine and positive comments from Federal Reserve Chairman Jerome Powell drove markets up today, with the Dow rising ...
View

Friday, May 15, 2020

Long-term Optimism Overshadowed by Short-term Uncertainty Markets finished slightly up today, just missing finishing down for a fourth day this week. President Donald J. Trump has ...
View

Thursday, May 14, 2020

Unemployment Claims Top 36 Million Markets dipped this morning on the news that 36.5 million Americans have filed for unemployment over the past eight weeks. However, ...
View

Wednesday, May 13, 2020

Dow Drops 1,000 Points Over Two Days The optimism from late last week gave way to a negative outlook this week, following gloomy statements from both ...
View

Tuesday, May 12, 2020

Markets End Mostly Quiet Day With Sell-Off Dr. Fauci urged the nation to slow down on reopening, and some places are doing just that as the ...
View

Monday, May 11, 2020

A Quiet Day in the Markets as More States Open More states began easing restrictions today. Even New York announced plans to start reopening certain areas ...
View

Friday, May 8, 2020

Markets Move Higher After “Better Than Expected” Unemployment Report Today’s unemployment report showed that 20.5 million workers were unemployed in April, logging an unemployment rate of ...
View

Thursday, May 7, 2020

Markets Rally Ahead of April Unemployment Report The rate of new unemployment claims is lower again this week, with 3.2 million people filing new unemployment claims ...
View

Wednesday, May 6, 2020

20 Million Jobs Lost in April Markets fluctuated throughout the day, not sure how to react to the ADP report of 20 million jobs lost in ...
View

Tuesday, May 5, 2020

Optimism and Enthusiasm Drive Markets Up Reopening the economy and renewed hopes of a vaccine had markets focusing on the positive today. However, new unemployment numbers, ...
View

Monday, May 4, 2020

States Start Reopening, Markets Still Processing State of Economy Markets ticked up today as more states begin taking steps toward reopening. Tensions with China are increasing ...
View

Friday, May 1, 2020

Tough Day for Markets to Start Month of May Markets greeted a new month with a sharp selloff. The downturn was spurred by disappointing earnings by ...
View

Thursday, April 30, 2020

Unemployment Claims Pass 30 Million as We All Wave Goodbye to April The reality of 30 million unemployment claims finally hit, and the markets finished down ...
View

Wednesday, April 29, 2020

A Relatively Good Day for the Markets Some good news, for a change: Gilead has possibly found a treatment for COVID-19. The Federal Reserve kept rates ...
View

Tuesday, April 28, 2020

Markets Maintain as Oil Continues Decline Oil prices and weak earnings kept markets from rising on optimism over states reopening. The meat supply chain is in ...
View

Monday, April 27, 2020

Markets Think Positive as States Begin Reopening Some states have reopened or announced plans to reopen, leading to an optimistic start for markets this week. Oil ...
View

Friday, April 24, 2020

A Quiet End to a Tumultuous Week Markets ended the week on a quiet note, exhausted by the events in the early half of the week. ...
View

Thursday, April 23, 2020

Erratic Day in the Markets as Unemployment Claims Total 26 Million Oil rebounded a bit today, but new unemployment claims came in at 4.4 million. Congress ...
View

Wednesday, April 22, 2020

    Oil Rebounds, Market Responds Positively Markets finally had a better day, as oil bounced back a bit. Focus shifted to new unemployment claims, which ...
View

Tuesday, April 21, 2020

    New Congress Deal Overshadowed by Dropping Oil Prices Congress has approved additional stimulus for small businesses, but the good news was lost on markets ...
View

Monday, April 20, 2020

Oil Plummets, New Aid Package Could Be Close Oil took a nosedive today, driven by too much supply and too little demand. Congress and the White ...
View

Friday, April 17 Market Minute

Good News Pushes Markets Higher to End Week Markets pushed higher today, driven by news from Gilead Sciences of a promising treatment for COVID-19 and President ...
View

Thursday, April 16 Market Minute

Markets Ask: “What’s Next?” President Donald Trump presented a plan to reopen the country today, as we added another 5.25 million unemployment claims. Small businesses everywhere ...
View

Wednesday, April 15 Market Minute

Markets pull back as bad data reveals state of economy March manufacturing and retail sales were released today, and the markets responded to the bad numbers ...
View

Tuesday, April 14 Market Minute

Governors planning reopening discussions Cautiously optimistic, governors will work together as states see virus cases level off. Meanwhile, the markets are showing signs of optimism. Click HERE to ...
View

Monday, April 13 Market Minute

Today’s big question: When will our economy reopen? As new coronavirus cases begin to level off, discussions are heating up about when and how to reopen ...
View

Thursday, April 9 Market Minute

Markets Climb Higher in Advance of Three-Day Weekend Additional stimulus measures from the Federal Reserve plus an agreement between Russia and Saudi Arabia pushed markets higher ...
View

Wednesday, April 8 Market Minute

Positive News Lifts Markets Markets resumed their upward climb after yesterday’s lackluster finish, bolstered by forward-looking coronavirus numbers. Look for tomorrow’s meeting between Russia and Saudi ...
View

Tuesday, April 7 Market Minute

Markets Sustain Upward Momentum on Positive News As coronavirus news turns slightly more optimistic, markets responded positively for most of today but ended relatively flat. More ...
View

Monday, April 6 Market Minute

A Hard Week Ahead, But Glimmers of Light Appearing The coming week will be a hard one in the U.S., as new cases and deaths head ...
View

Friday, April 3 Market Minute

Payrolls Drop by 701,000 in March as Oil Continues Upward Climb Nonfarm payrolls dropped in March, with the unemployment rate jumping nearly 1%. Oil, however, has ...
View

Thursday, April 2 Market Minute

Unemployment claims hit record highs again The bad news: Unemployment claims soared to new heights this week. The good news: Saudi Arabia and Russia might be ...
View

Wednesday, April 1 Market Minute

ROUGH INITIAL START TO SECOND QUARTER The next two weeks will be difficult for everyone, as COVID-19 cases peak and the U.S. remains at home. Weekly ...
View

Tuesday, March 31 Market Minute

Historic First Quarter Finally Comes to an End As the worst quarter for markets since 2008 ends, talk of additional relief measures begins. Volatility continues to ...
View

Monday, March 30 Market Minute

Volatility is Down, But COVID-19 Cases Continue to Rise With COVID-19 cases and deaths spiking in the U.S., President Trump extended social distancing guidelines through April. ...
View

Friday, March 27 Market Minute

It looked like it might get delayed early on, but the House passed the Phase 3 relief package today. Markets weren’t impressed, however, ending a historic ...
View

Thursday, March 26 Market Minute

The Senate agreed to a relief package last night, which now goes to the House. It couldn’t come soon enough, as a record-setting 3.3 million Americans ...
View

Wednesday, March 25 Market Minute

After yesterday’s strong run, the markets followed through with another impressive day after initially faltering early in the session. However, we sold off more than half ...
View

Tuesday, March 24 Market Minute

The market finally comprehended the magnitude of the Federal Reserve’s actions announced on Sunday evening and responded today. Click HERE to learn more.  
View

Monday, March 23 Market Minute

We have been told continuously that we will see increasing infection numbers as testing becomes more widespread. The news reporting has been one-sided and has been ...
View

AEWM OPERATIONS

VIDEO: Fidelity Sawtooth Docusign Process

Click HERE for a step by step walk through.
View

VIDEO: Wealth Fusion Walk Through

  Click HERE for a step by step walk through.
View

ADDITIONAL RESOURCES

Tax Loss Harvest Opportunity

View Tax Loss Harvest Opportunity powerpoint HERE In every challenge is an opportunity, and today’s market is no exception. While many investors may sell assets at ...
View