The advisors at Wealth Enhancement Group are committed to helping you achieve your financial goals. Regular insights from our Roundtable™ team of specialists can support you no matter where you are on your financial journey.
Here, we present some of the latest local and national media appearances from our team on outlets including CNBC, Barron’s, and more.
Market News
- Looking for promising stocks? Ayako Yoshioka, Senior Portfolio Manager at Wealth Enhancement Group, discusses three stocks that have piqued her interest with Scott Wapner in CNBC’s video Two-Minute Drill: AMZN, ORCL & CVS.
Managing Your Financial Future
- Have you just won the lottery or come into a large sum of money? Stacy Coffey, Senior Vice President of Wealth Strategies at Wealth Enhancement Group, explains that contacting a financial advisor might be your best follow-up in Barron's Just Won the Lottery? Here's the Very First Thing You Should Do.
- Converting an IRA to a Roth IRA can provide a tax-efficient way to access retirement funds, but the timing of the conversion can add complexity to the decision. Wealth Enhancement Group Financial Advisor Alex Vaccarella explains some considerations of the five-year holding period in the NJMoneyHelp Reader Column What happens when you convert an IRA to a Roth IRA?
- Homebuyers looking to solidify their mortgage in a fast-moving rate environment may consider an extended mortgage rate lock. Wealth Enhancement Group Financial Advisor T.J. Williams provides insights on how to get the best deal in TheStreet’s article Is an Extended Mortgage Rate Lock Right For You?
- For parents raising children with autism, knowing that their kids will be cared for financially after they're gone is paramount. Wealth Enhancement Group Financial Advisor Charlie Massimo outlines five steps for Creating Financial Independence for Grown Children with Autism in Psychology Today.
Consider Your Next Moves
We work with you every step of the way to move towards your financial goals, which is why Wealth Enhancement Group achieved an average client retention rate of 97.1%
from 2010 to 2021. Schedule a no-cost meeting with our team today to start building an investment portfolio that aligns with your priorities.
This information is being provided as a general source of information and is not intended as a recommendation to purchase, sell, or hold any specific security or to engage in any investment strategy. The opinions are subject to change at any time and no forecasts can be guaranteed. Investment decisions should always be made based on an investor’s specific objectives, financial needs, risk tolerance and time horizon.