Market Participation with Reduced Market Risk: Why Structured Notes May Make Sense for Your Portfolio

Alternative investment strategies can come in many shapes and forms, including investments to hedge funds and private equity, which typically entail high fees, long lock-up periods, and little-to-no transparency. A different approach to alternatives, could include using structured notes, which can be designed to provide participation to equity markets, but also encompass capital preservation features to protect against volatility. Read More

March 2018 Newsletter

AEPG Wealth Strategies has been selected by Investment News as one of the Top 50 Best Places to Work for Financial Advisers in their inaugural survey for 2018! AEPG will be recognized on May 15th at the first Best Places to Work for Financial Advisers Awards Luncheon in Chicago at the University Club. There has […] Read More

Important Tax Planning Alert for Employees: IRS Releases Revised Form W-4

The Internal Revenue Service recently released the revised version of Form W-4 to comply with the new tax rates established as part of the Tax Cuts and Jobs Act of 2017. Determining the right amount of withholding can be somewhat of a challenge. In order to help Employees avoid any unforeseen surprises, Employers are advised to request their employees complete the new Form W-4 so their withholdings can be calculated correctly going forward. Read More