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How to Choose a Wealth Manager: 7 Things to Look For

Learn how to choose a wealth manager, verify fiduciary status, understand advisor fees, and ask the right questions before hiring an advisor.
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Get the latest wealth management tips and trends from our library of articles and resources.

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How to Choose a Wealth Manager: 7 Things to Look For

5/19/2026
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Trust vs Will: Which is Better for Your Estate Plan?

5/19/2026
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Working Past 65? How to Avoid Costly Medicare Mistakes

5/15/2026

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Blog

Solving the Equity Home Bias Puzzle

It’s not just insular Americans who do it. Individual investors and investment managers around the world invest in domestic equities out of proportion to the percentage of the total international equity market represented by the equities of their country. It’s called the Equity Home Bias Puzzle, and while it varies dramatically from country to country, it’s true in every country.
8/14/2013
Blog

High-Dividend Stocks: Are They Always a Good Thing?

The financial crisis is seemingly behind us, and the markets have hit all-time highs in recent months. You might think this would be a perfect setup for some opportunistic investors to hunt for that next “hot” stock, but some evidence reveals quite the opposite: Investors are generally looking for what they deem to be safer, more reliable investments.
6/14/2013

We have been with Wealth Enhancement for over 25 years. It was a great decision on our part as we would never be in the financial shape that we are today without them. They advised us on life insurance, college funds, long term care insurance and Roth IRAs. They promptly answered all questions anytime we called and kept us on schedule with withdrawals and payments. I never worry about finances and have complete trust in the team.

- Janet Williams, Savage, MN

Actual client testimony. Client was not compensated.

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