Resources

Media appearances

CBS: Dustin Smith Featured in “The pros and cons of firing up a health savings account”

Dustin Smith, Senior Vice President and Financial Advisor, discusses Health Savings Accounts (HSAs).

Dustin Smith CFP®

Nov 18, 2025

Media appearances

Fox Business: Ayako Yoshioka Featured in “We expect a ‘solid number’ from these market areas outside tech, says senior portfolio manager”

Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement, was interviewed by Fox Business.

Ayako Yoshioka CFA®

Nov 17, 2025

Media appearances

Fox Business: Ayako Yoshioka Featured in “We expect a ‘solid number’ from these market areas outside tech, says senior portfolio manager”

Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement, was interviewed by Fox Business.

Ayako Yoshioka CFA®

Nov 17, 2025

Media appearances

Financial Planning: Doug Huber Featured in “Exclusive research: What assets are wealth managers picking up versus dumping?”

Doug Huber, Deputy Chief Investment Officer at Wealth Enhancement, was featured by Financial Planning in the article, “Exclusive research: What assets are wealth managers picking up versus dumping?”

Doug Huber

Nov 17, 2025

Media appearances

Financial Planning: Doug Huber Featured in “Exclusive research: What assets are wealth managers picking up versus dumping?”

Doug Huber

Nov 17, 2025

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Red Flags Referral Guide

Nov 16, 2025

Resources

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CBS: Dustin Smith Featured in “The pros and cons of firing up a health savings account”

Fox Business: Ayako Yoshioka Featured in “We expect a ‘solid number’ from these market areas outside tech, says senior portfolio manager”

Fox Business: Ayako Yoshioka Featured in “We expect a ‘solid number’ from these market areas outside tech, says senior portfolio manager”

Financial Planning: Doug Huber Featured in “Exclusive research: What assets are wealth managers picking up versus dumping?”

Financial Planning: Doug Huber Featured in “Exclusive research: What assets are wealth managers picking up versus dumping?”

Red Flags Referral Guide