Insights blog
Wealth management news and analysis
Articles by topic
Blog
Explore the latest economic insights with Aya Yoshioka in this episode of 7 Market Movers. From strong job growth and easing inflation to fiscal policy impacts and bond market trends—get the key takeaways shaping markets in 2025.
6/12/2025
Blog
Discover why market volatility isn’t unprecedented and how history offers valuable lessons for investors. Learn why disciplined, long-term strategies outperform market timing and how quality investments rebound over time.
6/10/2025
Blog
Learn smart strategies for paying taxes in retirement, including how a one-time tax withholding distribution from your IRA can simplify your tax process, reduce penalties, and potentially boost earnings. Get expert financial planning tips today.
6/8/2025
Blog
This week on 7 Market Movers, Aya Yoshioka, Doug Huber, and Gary Quinzel from Wealth Enhancement’s Investment Management team discuss the positive indicators they saw in the markets this week. Inflation came in softer than expectations, the consumer sentiment index came in higher than expected, and the jobs report also exceeded expectations, indicating an increase in hiring from US companies.
6/5/2025
Blog
What do retirees wish they’d done differently with their money? Discover timeless financial lessons from those in their 70s and 80s—on saving, investing, healthcare, and finding true financial freedom.
6/5/2025
Blog
May 2025 saw the S&P 500 post its best May return since 1990 amid easing trade tensions, resilient earnings, and a U.S. debt downgrade. Explore key market drivers and investor takeaways.
6/4/2025
Blog
This week on 7 Market Movers, Wealth Enhancement’s Deputy Chief Investment Officer Doug Huber discusses multiple developments in the news, including trade wars, tech earnings, and the new federal budget bill working its way through Congress. He talks about how “markets can handle bad news; the uncertainty is what they struggle with.” Find out what this means for markets in the video below.
5/30/2025
Blog
Join Gary Quinzel and Aya Yoshioka for the May 2025 edition of “Markets Monthly: Strategies & Perspectives.” Gary and Aya provide market updates and insights from Wealth Enhancement’s Investment Management team, including a resurgence for U.S.
5/28/2025
Blog
Struggling to plan for retirement? Discover how visualizing your future self—and working backward—can make saving feel easier and more achievable. Learn how to close the gap between now and your financial goals.
5/22/2025
Blog
Is market volatility really something to fear? Discover why long-term investors should embrace volatility, how to spot opportunities during market swings, and why media narratives often miss the mark.
5/19/2025