Resources

Typically, when we write these newsletters we focus on one topic. Today, I’ll provide a bonus two-topic edition. Somewhat fittingly, both sections share the same underlying theme but from two different angles. We will cover inherited irrevocable trusts along with a brief update on the Federal Reserve and recent market volatility.

Wealth Enhancement is proud to announce that 33 of its financial advisors have been named to the 2026 Forbes ranking of Best-In-State Wealth Advisors. 

Patrick Bobbins, CFA®, CIMA®, Vice President and Financial Advisor at Wealth Enhancement Group’s Charlotte, North Carolina office, has been recognized in the Forbes 2024 ranking of Top Next-Gen Wealth Advisors Best-In-State.  

Patrick Bobbins CFA®, CIMA®, Vice President, and Financial Advisor at Wealth Enhancement Group was featured by Rethinking65 in “Advisors Say Bond Market Has More Mileage Ahead.” 

Patrick Bobbins, CFA®, CIMA®, Vice President, and Financial Advisor at Wealth Enhancement Group was featured by Fortune in “Taxable Brokerage Accounts: The Most Versatile Investment Option.”