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We want to thank each and every client for your trust in our process, for your business, and for allowing us the opportunity to manage your investments and exceed your expectations when it comes to the service you’ve grown to expect over the years.

This partnership marks Wealth Enhancement’s third location in Oregon and brings the firm’s total client assets to more than $102.1 billion.

We’d like to remind you of some financial matters that should be addressed prior to year-end. We encourage you to complete year-end money movements such as required minimum distributions, gifting to individuals, and gifting of stocks to charities by December 2, 2024.

2024 is a presidential election year, and as such, we have been receiving questions about our views on the election’s potential impact on markets and client portfolios. 

With the interest rate on our Schwab money market fund of choice still over 5% (at the time of this writing) we want to make sure any cash in client accounts that is not currently invested is carrying its weight.