Resources

Investing

October 2025 Market Commentary

The markets defied historical seasonality in September, plus more insights as we look back over the month.

Ayako Yoshioka CFA®

Oct 8, 2025

Young group of smiling people sitting at a conference table.

Financial Planning

AI Prompts To Help You Manage Your Household Finances

Discover 35 AI prompts to simplify budgeting, saving, investing, and more. Learn how to use AI tools effectively and when to seek expert financial advice.

Danielle Mehia CFP®

Oct 8, 2025

Retirement

Common Questions About Deferred Compensation Plans

Deferred compensation can potentially help you lower your current taxable income and create additional retirement income, but it is not without risk.

Oct 8, 2025

Media appearances

CNBC: Nicole Webb Featured in “Banks will kick off earnings season strong”

Nicole Webb, CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement, was interviewed on CNBC’s Closing Bell.

Nicole Webb CFP®

Oct 7, 2025

Media appearances

CBS: Dustin Smith Featured in “Bear market vs. bull market: What exactly is the difference?”

Dustin Smith, Senior Vice President, Financial Advisor at Wealth Enhancement, breaks down bull and bear markets and the implications of each.

Oct 7, 2025

Tax Planning

How to Calculate Capital Gains Tax

Discover how capital gains taxes are calculated, when you’ll encounter them, and how to deal with them.

Ryan McKeown CFP®, CPA

Oct 7, 2025

Resources

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October 2025 Market Commentary

AI Prompts To Help You Manage Your Household Finances

Common Questions About Deferred Compensation Plans

CNBC: Nicole Webb Featured in “Banks will kick off earnings season strong”

CBS: Dustin Smith Featured in “Bear market vs. bull market: What exactly is the difference?”

How to Calculate Capital Gains Tax