Resources

Press releases

Wealth Enhancement Announces Acquisition of Wise Wealth, an Independent RIA with Over $464 Million in Client Assets

This partnership brings the firm’s total client assets to more than $125 billion and marks its 100th acquisition.

Nov 4, 2025

Media appearances

Fox Business: Ayako Yoshioka Featured in “Reactions to earnings reports have been ‘hit or miss’, expert reveals”

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

Ayako Yoshioka CFA®

Nov 3, 2025

Media appearances

Fox Business: Ayako Yoshioka Featured in “Reactions to earnings reports have been ‘hit or miss’, expert reveals”

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

Ayako Yoshioka CFA®

Nov 3, 2025

Financial Planning

GSEL Team Budget Worksheet

Stephen Stricklin CFP®, CKA®

Nov 3, 2025

Looking down at a cargo ship port with containers stacked on a dock.

Financial Planning

How Tariffs Will Impact Holiday Shopping

Worried how import duties might impact prices this holiday season? Learn how tariffs will impact the season and what shoppers and retailers can do to prepare.

Tina Van Rensum CFP®

Oct 31, 2025

Media appearances

CNBC: Ayako Yoshioka Featured in “Pro Talks: Investor Ayako Yoshioka on the state of the AI trade and where to find opportunities”

Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement, was interviewed by CNBC Pro.

Ayako Yoshioka CFA®

Oct 31, 2025

Resources

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Wealth Enhancement Announces Acquisition of Wise Wealth, an Independent RIA with Over $464 Million in Client Assets

Fox Business: Ayako Yoshioka Featured in “Reactions to earnings reports have been ‘hit or miss’, expert reveals”

Fox Business: Ayako Yoshioka Featured in “Reactions to earnings reports have been ‘hit or miss’, expert reveals”

GSEL Team Budget Worksheet

How Tariffs Will Impact Holiday Shopping

CNBC: Ayako Yoshioka Featured in “Pro Talks: Investor Ayako Yoshioka on the state of the AI trade and where to find opportunities”