Resources

Ayako Yoshioka CFA®, Portfolio Consulting Director at Wealth Enhancement, was interviewed by Sara Eilsen on CNBC’s ‘Closing Bell.’ Tune in to hear her discuss her market outlook and more! 

Brian Long, Senior Tax Advisor at Wealth Enhancement was featured by CNBC in “Your Tax Return Could Be ‘Flagged for Audit’ Without These Key Forms, Experts Say.”  As your tax forms arrive, it’s important to stay organized, said Long. “Check your mail routinely.” 

Brian Long, Senior Tax Advisor at Wealth Enhancement was featured by CNBC in “Tax Season Has Opened: Here Are Key Things To Know Before You File Your Taxes.”  While it may be tempting to file your return quickly, it is important to gather the necessary tax forms first, according to Long. 

Gary Quinzel, CFP®, CFA®, Vice President of Portfolio Consulting at Wealth Enhancement was featured by Business Insider in “Where to Invest $10,000 Right Now, According to 6 Experts.” 

Gary Quinzel, CFP®, CFA®, Vice President of Portfolio Consulting at Wealth Enhancement was featured by Business Insider in “Where to Invest $10,000 Right Now, According to 6 Experts.”