Resources

Chris Boyd, CFP®, CASL®, CBDA®, CEPS, Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by The Daily Upside in the article, “Junk Bonds Are a ‘Different Animal.’ Here’s How Advisors Are Taming Them”

Most investors eventually face a familiar dilemma: an investment that has grown so much that it now dominates their financial picture. It might be employer stock, a long-held equity position, a rental property, or even a business interest. While the growth is a sign of success, the embedded capital gains can make selling—and diversifying—feel prohibitively expensive.

Tax planning is often most effective when it aligns with timing—when income changes, when deductions are available, and when key provisions expire or phase out. The One Big Beautiful Bill Act (OBBBA) extends and introduces tax rules that may create planning windows for certain households, particularly retirees, homeowners who itemize deductions, and families saving for education. This article summarizes selected changes and outlines planning considerations commonly reviewed under OBBBA.

15 Wealth Enhancement today announced that 15 of its financial advisors have been recognized on InvestmentNews’s 2026 Top Financial Professionals ranking.

Chris Boyd, CASL®, CFP®, CBDA, CEPS, Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by GoBankingRates in the article, “A Record Number of Americans Are Tapping 401(k)s for Emergencies – Should You?”