Insights blog
Wealth management news and analysis
Insights
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Get the latest wealth management tips and trends from our library of articles and resources.
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Buying your first home? Learn how to navigate today’s high prices and mortgage rates with practical tips on financial readiness, hidden costs, and the homebuying process. Discover whether renting or buying is right for you.
1/29/2025
Blog
In this 2025 Market Outlook webinar, Wealth Enhancement’s Jim Cahn, Doug Huber, and Aya Yoshioka review last year’s strong S&P 500 performance and discuss key market drivers for 2025, including inflation, interest rates, and new tariffs.
1/29/2025
Blog
Discover how President Trump’s January 2025 Executive Orders impact federal employees—from hiring freezes and remote work bans to changes in job protections and agency oversight.
1/26/2025
Blog
Federal employees: Prepare for potential changes from new Executive Orders. Learn how to build your support team, plan your career, and strengthen your finances during uncertain times.
1/22/2025
Blog
More adult children are moving back home—but at what cost? Learn how to support boomerang kids without sacrificing your financial future, with tips on budgeting, boundaries, and long-term planning.
1/16/2025
Blog
Small businesses aren’t as small as you may think. According to the U.S. Chamber of Commerce, small businesses drive 44% of the country’s GDP, and employ more than 60 million Americans. Even so, small business owners often forego financial
planning—sometimes until it’s too late.
1/13/2025
Blog
Discover key insights from a new retirement sentiment survey: Despite inflation concerns, most Americans feel optimistic about retirement. Learn what drives confidence, where gaps remain, and how planning with an advisor can help.
1/7/2025
Blog
December 2024 Market Recap: Despite a year-end pullback, the S&P 500 closed out 2024 with a 23.1% gain—marking back-to-back 20%+ years. Explore key drivers, Fed policy shifts, investor sentiment, and what lies ahead for markets in 2025.
1/6/2025
Blog
Learn how the Social Security Fairness Act of 2023 impacts retirees by repealing the Windfall Elimination Provision and Government Pension Offset. Discover who qualifies, how much benefits increase, and what steps to take next.
1/5/2025
Blog
Discover a five-step process to set and achieve financial goals that reflect your values. Learn how to align your money with what matters most—from planning and persistence to building a meaningful financial legacy.
1/2/2025