Our Insights

Higher Education Just Got Cheaper

Of the $1.56 trillion in current student loan debt outstanding, over 92% is in federal student loans…and for good reason!  Private student loans can be as high as over 14% and do not nearly have as flexible payment options and protections that are found in federal loans. Of the 8% of student loans that are […] Read More

During Market Volatility It is Important to Stick to the Plan

Chris Schiffer, MBA, CFP®, CPA,  AIF® was quoted in Investment News in the article “Volatility reignites debate about market timing” by Jeff Benjamin that discusses the recent market volatility and the importance of sticking to the investment plan. Read the full article here: https://www.investmentnews.com/article/20190815/FREE/190819956/volatility-reignites-debate-about-market-timing Chris Schiffer (AIF®, CFP®, CPA, MBA) Executive Vice President & Chief Operating Officer AEPG […] Read More

Staying Financially Secure When You’re Splitting Up

Chris Schiffer, MBA, CFP®, CPA,  AIF® was quoted in USA Today in the article Divorce: “How to stay financially secure when you’re splitting up” by Janna Herron that discusses important financial considerations during a divorce. Some key considerations: Create a post divorce budget Consider downsizing Manage costs Consider the tax implications (there are planning strategies that can save […] Read More

The Fed’s Dilemma and How It Affects Your Investments

It has been a wild couple of days since the Fed cut interest rates by 0.25% at their July 31st meeting. As the market was struggling to interpret Jerome Powell’s intentions, President Trump helped ensure the next rate cut by announcing a new round of 10% tariffs on the remaining $300 billion of Chinese imports. Followed by China allowing its currency (the Yuan) to fall below 7 CNY to 1 US Dollar, a key psychological… Read More

Steven W. Kaye of AEPG Wealth Strategies Honored for Charitable Work with Summit Medical Group Foundation

Steven W. Kaye, CFP®, ChFC, CLU, CEBS, RHU, AAMS, CRC, AIF® of AEPG Wealth Strategies Honored for Charitable Work with Summit Medical Group Foundation FOR IMMEDIATE RELEASE Warren, NJ – July 2, 2019:  Steven W. Kaye, CFP®, ChFC, CLU, CEBS, RHU, AAMS, CRC, AIF®, CEO & Founder at AEPG Wealth Strategies in Warren, NJ, received an Honorable […] Read More