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CNBC: Charlie Massimo Featured in “What Private Assets in 401(k) Plans Mean for Investors: ‘You’re Only Asking for Trouble,’ One Advisor Says”

Wealth Enhancement Newsroom · August 8, 2025

Charlie Massimo, Senior Vice President and Financial Advisor at Wealth Enhancement featured by CNBC in “What private assets in 401(k) plans mean for investors: ‘You’re only asking for trouble,’ one advisor says” 

“When you have an unsophisticated investor that doesn’t even understand the difference between a stock and a bond, and now all of a sudden you introduce the allure of getting rich in the private equity markets. You’re only asking for trouble.”  

Read the full article from Sharon Epperson here.

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