Insights blog
Wealth management news and analysis
Insights
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Learn how a Qualified Domestic Trust (QDOT) can help non-U.S. citizen spouses defer estate taxes, preserve wealth, and maintain financial security. Discover eligibility, tax implications, and planning strategies.
2/2/2025
Blog
Tax scams are on the rise, with cybercriminals using AI and phishing tactics to steal personal data. Learn how to protect yourself from fraud, identity theft, and unqualified tax preparers this tax season.
1/30/2025
Blog
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