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
Learn how to protect your estate and minimize taxes with smart planning strategies. Explore how life insurance and trusts can help preserve your legacy for loved ones.
3/11/2026
Blog
Get our take on recent market events, including how markets are responding to the conflict in Iran, artificial intelligence, and more.
3/10/2026
Blog
Learn how to talk to your family about your legacy plan with confidence. Discover tips for preparing, setting expectations, and fostering open conversations about your estate.
3/10/2026
Blog
Not all debt is created equal. Learn the difference between good debt and bad debt—and how smart borrowing can strengthen your financial future while minimizing costly mistakes.
3/9/2026
Blog
This week Gary focuses on the impact of the events in Iran on the markets. With around 20% of the world’s oil and liquified natural gas (LNG) flowing through the Strait of Hormuz, there’s been a surge in oil prices, which could have an inflationary impact.
3/6/2026
Blog
In today’s 7 Market Movers Special Edition, Doug Huber, Wealth Enhancement Deputy Chief Investment Officer, discusses the U.S. and Israel’s military strikes in Iran over the weekend and how investment markets are responding.
3/2/2026
Blog
From time to time, we get a listener question on our Sunday morning show on WCCO that opens the door to a much larger financial planning conversation. This is one of those questions:
“I’m 62. I don’t need Social Security to live on. Should I take the benefit now and invest it for better returns?”
3/2/2026
Blog
This week on 7 Market Movers, Doug Huber, Wealth Enhancement Deputy Chief Investment Officer, discusses recent investment market performance
2/27/2026
Blog
See 2026 catch-up contribution limits for 401(k), 403(b) and IRA accounts, including the Roth catch-up requirement. Save more after 50. Learn the rules.
2/26/2026
Blog
Wondering how much you should contribute to your 401(k)? Learn recommended contribution levels, how to maximize employer matches, tax benefits, and smart strategies to grow your retirement savings with confidence.
2/24/2026