Insights blog
Wealth management news and analysis
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Discover how to age gracefully and thrive in your 60s, 70s, and beyond. Learn key strategies for physical health, mental wellness, financial stability, and building a supportive community to enhance your quality of life.
3/20/2025
Blog
Join Doug Huber and Gary Quinzel for the March 2025 edition of “Markets Monthly: Strategies & Perspectives.” Doug and Gary provide market updates and insights from Wealth Enhancement’s Investment Management team, including U.S.
3/20/2025
Blog
Join Gary Quinzel for the first episode of “7 Market Movers,” a weekly update on what’s happening in the markets and why from our Investment Management Team. In this short video, Gary considers global economic growth, interest rates, inflation, fiscal policy, monetary policy, global macro risk, and investor confidence to determine what is moving the markets this week.
3/20/2025
Blog
Did you know that there are estate planning tools your family can use to both protect your assets and potentially reduce your tax exposure? Known as an FLP, a Family Limited Partnership could be the answer to your estate planning questions.
3/18/2025
Blog
Explore how deregulation affects public and private markets, with historical insights from key industries like airlines, telecom, and energy. Learn what it means for investors.
3/13/2025
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.
3/12/2025
Blog
We are reposting this video in honor of Women’s History Month and International Women’s Day!
3/6/2025
Blog
Executive Summary
Uncertainty is the talk of the town. Mixed economic data, a budding trade war, geopolitical concerns, and weak seasonality all have contributed to a modest pullback for most U.S. stock indices. Despite the headwinds, expectations for rate cuts have ticked higher, which should help support stocks in case of a near-term disruption to economic growth.
3/5/2025
Blog
Explore how new U.S. tariffs on Canada and Mexico are impacting markets, inflation, and Fed policy. Get expert insights from our Investment Management Team on economic risks, interest rate outlooks, and portfolio strategy in a volatile environment.
3/4/2025
Blog
Small business owners often overlook financial planning. Learn how to manage cash flow, reduce risk, diversify wealth, and secure your financial future.
2/28/2025