Insights blog
Wealth management news and analysis
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Blog
Planning for retirement? Discover 10 essential steps to prepare for a secure future—from managing debt and maximizing Social Security to updating your portfolio and estate plan. Start building your retirement strategy today.
5/1/2025
Blog
Worried about market volatility? Learn when it matters most—like near retirement or with high stock allocations—and how a long-term plan can help you stay on track.
4/27/2025
Blog
Discover how to save money and reduce your carbon footprint with energy-efficient home upgrades. Learn about tax credits, eco-friendly improvements, and simple lifestyle changes that boost comfort and value.
4/24/2025
Blog
In the video below, Wealth Enhancement’s Deputy Chief Investment Officer Doug Huber focuses on the “outsized volatility” in municipal bond markets. Driven by concerns over market volatility linked to trade tensions, seasonal selling, and a desire for some investors to move back into equity markets, the municipal markets are seeing wider spreads than normal. Watch to learn more.
4/24/2025
Blog
Watch ‘Tariff Talk: Perspective & Actionable Steps’ as Wealth Enhancement’s Gary Quinzel and Aya Yoshioka explore the history of U.S. tariffs, market reactions, and practical strategies for investors and retirees navigating economic uncertainty.
4/23/2025
Blog
Chevron employees: Plan your retirement wisely by exploring benefit options, tax strategies, and pension timing to boost your financial future.
4/20/2025
Blog
This week on 7 Market Movers, Portfolio Consulting Director Aya Yoshioka discusses the “strange trifecta” going on in the markets right now and the latest comments from Federal Reserve Chair Jerome Powell. Using our 7 Market Movers framework, Aya also covers global economic growth, interest rates, inflation, fiscal policy, monetary policy, global macro risk, and investor confidence to explain what’s happening in the markets and what it means for you.
4/16/2025
Blog
Thinking about front-loading your 401(k) contributions? Discover the pros, cons, and key considerations like market timing, dollar-cost averaging, and employer match rules to optimize your retirement strategy.
4/15/2025
Blog
By Bruce Helmer and Peg Webb, Financial Advisors at Wealth Enhancement and co-hosts of “Your Money” on WCCO AM 830 on Sunday mornings. Email Bruce and Peg at yourmoney@wealthenhancement.com.
4/10/2025
Blog
Discover how regional price parity affects your real purchasing power across U.S. cities. Explore where your paycheck stretches further—and where high salaries don’t go as far—amid rising costs, economic uncertainty, and shifting job markets.
4/10/2025