Newsroom · Media appearances
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.
Keep reading
Related news
The latest announcements, awards, and media coverage from Wealth Enhancement.
Newsroom
CBS: Dustin Smith Featured in “Does it matter which party wins? Not much for your portfolio over time”
Dustin Smith
Oct 27, 2026
Newsroom
Citywire: Doug Huber Featured in “Poll: What RIA CIOs are adding to portfolios … and losing sleep over”
Doug Huber
Oct 22, 2026