Insights blog
Wealth management news and analysis
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Understand what a fiduciary advisor is, their legal responsibilities, and how they differ from robo-advisors. Learn how fiduciary duty protects your financial future.
1/22/2024
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Learn how to create a comprehensive financial and estate plan for a child with special needs. Explore trusts, guardianship, ABLE accounts, and expert planning tips.
1/8/2024
Blog
December 2023 Market Recap: Stocks and bonds surged as the Fed signaled potential rate cuts in 2024. Explore key economic shifts, inflation trends, and what they mean for your financial strategy heading into the new year.
1/4/2024
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Explore Wealth Enhancement Group’s 10 most-read articles of 2023, covering tax tips, retirement strategies, inflation insights, and more.
12/25/2023
Blog
In this video, Wealth Enhancement investment specialists share the latest strategies and perspectives to help you get the most out of the market.
12/20/2023
Blog
Where you grow up can shape your financial future. Discover how social connections across class lines—measured as ‘economic connectedness’—impact upward mobility, and which U.S. counties offer the best and worst chances for children to climb the economic ladder.
12/19/2023
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For the period November 1 to November 30, 2023.
Executive Summary
U.S. equity markets bounced back with historically strong returns in November as yields on longer-dated Treasuries declined. If inflation has been tamed and rate hikes are in the rearview mirror, a recession may be averted—but the era of interest rates anchored near zero may also be behind us.
12/6/2023
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Each year, the Social Security Administration (SSA) adjusts the benefits that retirees receive to keep up with inflation. On October 12, 2023, the SSA released its official cost-of-living adjustment (COLA) announcement. Here’s what you need to know.
11/28/2023
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Embrace Charitable Giving Tuesday by creating a giving plan, donating wisely, and maximizing tax benefits to give back and find fulfillment this season.
11/20/2023
Blog
The fall season is likely decision time if you’re a full-time employee with benefits. While most people equate open enrollment with health care benefits, this is an excellent time to reassess your overall benefit package in light of your retirement goals and added complexity of your financial situation as you approach retirement. Here are some things you should consider before you make your elections.
11/19/2023