Resources

Happy International Women’s Day! Discover how women are investing smarter, not harder to create a better financial future.

Brian Long, Senior Tax Advisor at Wealth Enhancement was featured by Money in “Tax Changes 2025: What’s New with Taxes and the IRS This Year?” Compared to blockbuster years like 2018 and 2022, “there are fewer major changes to the tax code” this time around, says Brian.  Access the full article written by Julia Glum here.

Laura Mattia, CFP®, MBA, Ph.D, Senior Vice President, and Financial Advisor at Wealth Enhancement was featured by InvestmentNews in an article titled “Working with Wealthy Women: Tips from Some of the

Learn how uncertainty impacted markets this week with mixed economic data, a budding trade war, geopolitical concerns, and weak seasonality.

Learn how uncertainty impacted markets this week with mixed economic data, a budding trade war, geopolitical concerns, and weak seasonality.