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Financial Planning

How To Buy Your First Home

Buying your first home? Learn how to navigate today’s high prices and mortgage rates with practical tips on financial readiness and the homebuying process.

Ryan Marshall CFA®, CEPA®

Oct 29, 2026

Awards

19 Wealth Enhancement Advisors Named to Forbes’ 2026 Top Next-Gen Wealth Advisors Best-In-State Ranking

Brad Baxter CFP®, ChFC®, CEPA, BFA™

Aug 11, 2026

Media appearances

MarketWatch: Ryan Marshall Featured in “Before you ask AI to invest your life savings, you need to understand its hidden biases”

Ryan Marshall, CFA®, CEPA®, Vice President and Financial Advisor at Wealth Enhancement, was featured by MarketWatch in the article, “Before you ask AI to invest your life savings, you need to understand its hidden biases”

Ryan Marshall CFA®, CEPA®

Jul 27, 2026

Awards

15 Wealth Enhancement Advisors Recognized in the InvestmentNews’ 2026 Top Financial Professionals Ranking

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

Lily Ku CFP®

Feb 25, 2026

Media appearances

Bloomberg: Ryan Marshall Featured in “Your 2025 Guide to Holiday Prices: Where Tariffs Are Biting and Where They’re Not”

Ryan Marshall, CFA®, CEPA, Vice President and Financial Advisor at Wealth Enhancement, was featured by Bloomberg in the article, “Your 2025 Guide to Holiday Prices: Where Tariffs Are Biting and Where They’re Not”

Ryan Marshall CFA®, CEPA®

Nov 14, 2025

Hands holding a smartphone with stock charts

Financial Planning

The Pros and Cons of Using AI to Manage Your Finances

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.

Ryan Marshall CFA®, CEPA®

Aug 28, 2025