Insights blog
Wealth management news and analysis
Insights
Latest articles
Get the latest wealth management tips and trends from our library of articles and resources.
Articles by topic
Blog
This week’s episode covers the continued uncertainty around tariffs, news around cryptocurrency, and the potential for increased inflation in the rest of the year. Watch as Gary Quinzel, Vice President for Portfolio Consulting, discusses how the markets and the US dollar reacted to this news.
Blog
In this excerpt from our webinar, “Putting Your Cash to Work: 4 Strategies for Excess Cash & Volatile Markets,” find out how collateralized loans can provide you with liquid cash without having to sell off your investments.
Blog
This week on 7 Market Movers, tariffs are back in the news. Wealth Enhancement’s Deputy Chief Investment Officer Doug Huber walks us through the expiration of the 90-day moratorium on tariffs and what that could mean for the markets. He also covers the recent meeting of the Federal Reserve and the potential for rate cuts later in the year. Watch to find out what else happened this week, including what Amazon’s Prime Day Sales could indicate for consumer spending.
Blog
In today’s world, financial independence means something a little different for each person. For some, it’s the ability to retire comfortably — or even early — and live off savings and investment income.
Blog
Explore the key changes in the 2025 One Big, Beautiful Bill (OBBB) tax law—including permanent tax cuts, expanded deductions, estate tax updates, bonus depreciation, and more.
Blog
Despite facing severe headwinds, the S&P 500 closed Q2 at an all-time high. Investors remain optimistic, although elevated market valuations and margin-driven earnings growth signal potential vulnerabilities.
Blog
In the June 2025 edition of “Markets Monthly: Strategies & Perspectives,” get market updates and insights from Wealth Enhancement’s Investment Management team.
Blog
If you are among the 73%* of private sector workers with access to an employer-sponsored retirement plan, let’s talk about how we can help ensure your workplace retirement account is working as hard as you are.
Blog
If you've been estate planning, you've probably come across the idea of setting up a trust. Trusts are flexible and diverse legal entities that you can use to achieve various estate planning goals, including reducing your estate tax burden.
Blog
By Bruce Helmer and Peg Webb, Financial Advisors at Wealth Enhancement Group and co-hosts of “Your Money” on WCCO AM 830 on Sunday mornings. Email Bruce and Peg at yourmoney@wealthenhancement.com.