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Our latest episode focuses on the market rally that occurred on Wednesday after the Trump Administration announced a 90-day pause on most tariffs. The S&P 500 closed Wednesday up 9.52%. Watch as Gary Quinzel, Vice President for Portfolio Consulting focuses in on fiscal policy and investor sentiment as he explains the market movers at play.
4/9/2025
Blog
In this special episode of 7 Market Movers, Wealth Enhancement’s Deputy Chief Investment Officer Doug Huber looks at the impact that tariffs have had on the markets over the past few days.
4/7/2025
Blog
Equity markets faced significant challenges in March, with major indices experiencing notable declines. Tariffs dominated headlines and lowered expectations for economic growth while simultaneously raising expectations for inflation.
4/6/2025
Blog
Discover how the Social Security Administration’s new ID verification policy affects benefit claims, direct deposit changes, and retirees without online access. Learn who’s impacted and how to prepare.
4/3/2025
Blog
Federal retirement isn’t one-size-fits-all. Discover how key work anniversaries and age milestones—from 5 to 30 years of service, and ages 55 to 62—can unlock critical benefits like pensions, health insurance, and penalty-free withdrawals. Plan your retirement with confidence.
4/3/2025
Blog
Join Aya Yoshioka for the latest episode of our new series 7 Market Movers. This week, Aya focuses on the hot topic in the markets: tariffs. Using our 7 Market Movers framework, Aya looks at 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.
4/3/2025
Blog
U.S. tariffs rising to 23% on April 5–9 may fuel global trade tensions, spark market volatility, and test investor resilience amid economic uncertainty.
4/2/2025
Blog
The Social Security Fairness Act repeals WEP and GPO, restoring full benefits to millions of public-sector retirees. Learn how this historic change impacts your Social Security payments, taxes, and retirement planning.
4/2/2025
Blog
Selling your business is both a financial transaction and a deeply personal milestone. This article lays out a 10-step roadmap for doing it wisely and intentionally.
4/1/2025
Blog
Learn how Social Security works and how to maximize your benefits in retirement. Discover key facts about taxes, spousal benefits, claiming strategies, and how financial planning can help you make the most of your income.
3/29/2025