Resources

Paul J.

Kristopher Carroll, CFA, CFP, Managing Director, Carolinas at Wealth Enhancement was featured by The Charlotte Ledger in an article titled “Charlotte Experts Caution Against Hasty Market Moves.” 

This financial wellness quarterly newsletter contains a Market & Economic snapshot along with informational articles on a variety of financial planning and financial wellness topics.

Paul J. Brahim, CFA, CEPA, Managing Director, Financial Advisor, Strategic Referral Programs at Wealth Enhancement contributed an article to Insurance News Net titled “Why Expanding Access to Financial Planning is Crucial.” 

Britta Ferguson, CFP®, CEPA®, Senior Vice President, and Financial Advisor at Wealth Enhancement was featured by U.S. News in an article titled “Is It Possible to Live on Social Security Alone in 2025?”