Resources

Media appearances

Financial Advisor IQ: Daniel Goodman Featured in “The End-of-Year Tax Moves FAs Are Making”

Daniel Goodman, CFP®, CLU®, Senior Financial Planner at Wealth Enhancement, was featured by Financial Advisor IQ in the article, “The End-of-Year Tax Moves FAs Are Making”

Daniel Goodman CFP®, CLU®

Jan 15, 2026

Media appearances

CBS: Dustin Smith Featured in “Easy budgeting methods that are surprisingly simple to maintain”

Dustin Smith, Senior Vice President, Financial Advisor discusses three simple, flexible, and realistic budgeting approaches.

Dustin Smith CFP®

Jan 13, 2026

Retirement

Pioneer Press: The Money Matrix Approach for Sustaining Retirement Income

Build a smarter retirement income strategy with Your Money Matrix™. See how taxable, deferred, and Roth buckets create steady cash flow.

Jan 13, 2026

Investing

7 Market Movers | January 9, 2026

Discover market highlights from 2025, recent US equity movements, and the impact of the recent capture of Venezuelan President Nicolas Maduro.

Gary Quinzel CFA®, CFP®

Jan 9, 2026

Investing

7 Market Movers | January 9, 2026

Discover market highlights from 2025, recent US equity movements, and the impact of the recent capture of Venezuelan President Nicolas Maduro.

Gary Quinzel CFA®, CFP®

Jan 9, 2026

Investing

Year-End 2025 Market Commentary

In this end-of-year commentary, discover how investment markets closed out in 2025 and what we may expect in 2026.

Ayako Yoshioka CFA®

Jan 9, 2026

Resources

Filters

Financial Advisor IQ: Daniel Goodman Featured in “The End-of-Year Tax Moves FAs Are Making”

CBS: Dustin Smith Featured in “Easy budgeting methods that are surprisingly simple to maintain”

Pioneer Press: The Money Matrix Approach for Sustaining Retirement Income

7 Market Movers | January 9, 2026

7 Market Movers | January 9, 2026

Year-End 2025 Market Commentary