Your personal financial plan needs to include a formal exit strategy for your business, or you could be in trouble.

Federal Reserve Chair Jerome Powell’s openness to a September rate cut energized markets, sending equities higher. The Bureau of Economic Analysis also revised Q2 GDP growth upward to 3.3%, fueled by stronger consumer spending. Earnings from companies like Nvidia, JPMorgan, and Boeing further supported gains, with both tech and value stocks showing strength.

Direct indexing explained: benefits, tax-loss harvesting, and key risks. Learn if this tax-efficient investing strategy is right for you.

Behavioral finance explains why we make irrational investment choices. Learn how biases like loss aversion and herd mentality impact markets—and how to overcome them with strategic planning, diversification, and rebalancing.

What are tariffs, what is a tariff war, and how do tariffs affect everyday expenses? Get answers here, including ideas for how to respond.

Bruce Helmer of Wealth Enhancement Group was featured by Pioneer Press in “5 Ways the New Tax Bill Could Impact Your Wallet.”

Explore how Trump’s executive order could reshape 401(k) plans by allowing alternative investments like private equity and hedge funds. Learn the benefits, risks, and what it means for your retirement.

In the August 2025 edition of “Markets Monthly: Strategies & Perspectives,” Wealth Enhancement investment specialists provide market updates and economic insights.

Discover how AI is transforming personal finance, from budgeting and saving to investment advice. Learn the benefits, risks, and how to use AI tools wisely.

Aya Yoshioka breaks down inflation worries, labor shifts & market moves on 7 Market Movers. Investors eye Powell’s Jackson Hole speech for Fed signals.