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Editor’s Note: The below investment commentary was written prior to the attacks in Israel and therefore does not include comments on the increased geopolitical risk and market impacts. As the situation is changing rapidly, we will provide additional updates in subsequent commentaries.
10/9/2023
Blog
Losing a parent is never easy. This guide walks you through the essential financial steps to take after a parent’s death—from securing documents and notifying institutions to understanding wills, trusts, and probate.
9/27/2023
Blog
Watching a child graduate from college is one of the proudest moments in many parents’ lives. But before your kids put on those caps and gowns, they need to complete their education—and that can be costly.
9/26/2023
Blog
In this video, Wealth Enhancement investment specialists detail why there’s reason to be cautiously optimistic that the Fed may still pull off a “soft landing.”
9/20/2023
Blog
Being single in America can come with hidden financial costs. Discover how income gaps, limited benefits, tax disadvantages, and reduced retirement options impact singles—and why society still favors marriage economically.
9/18/2023
Blog
For the period August 1 – August 31, 2023
Executive Summary
U.S. equity markets pulled back in August for the first time since February, ending a streak of five straight monthly gains. While we are not quite out of the woods just yet in terms of avoiding a recession, the soft-landing rhetoric continues to pick up steam.
9/7/2023
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Navigating life as a middle-aged adult in recent years feels like juggling fire while walking a tightrope—intense and demanding. The mounting pressures aren’t just about looking out for number one; they’re about holding up multiple generations. Welcome to the “sandwich generation!” Picture this: you’re caught between aging parents who need care and kids who aren’t quite ready to fly the nest.
9/6/2023
Blog
Everyone is searching for financial independence, but what does that really mean? For some, financial independence means jet setting around the world and buying expensive cars. For others, financial independence is being able to live your life without worrying about running out of money before you run out of breath.
8/23/2023
Blog
Vacation homes can be a great place to unwind, enjoy leisure time, and create lasting family memories. They can even serve as a secondary source of income if you rent them out when not in use. But after adding up all these considerations, are they really a good investment?
8/15/2023
Blog
When you’re in the diaper-and-bottle phase of parenthood, saving for college tuition probably isn’t a priority. But maybe it should be.
Given the rate at which college tuition is rising, a four-year public college will likely cost close to $200,000 in 18 years. With this high price tag, the earlier parents start saving, the better.
8/8/2023