Resources

Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement was featured by Yahoo! Finance in “Create A Stock Investing Strategy in 3 Steps.” 

Dustin Smith CFP®, ChFC®, Senior Vice President, and Financial Advisor at Wealth Enhancement was featured by CBS in “Here are a few reasons to feel financial gratitude this year.”

Ayako Yoshioka CFA®, Portfolio Consulting Director, at Wealth Enhancement was interviewed on BBC World Business Report in the episode, How will Trump use tariffs during his presidency? 

Ayako Yoshioka CFA®, Portfolio Consulting Director, at Wealth Enhancement was interviewed on BBC World Business Report in the episode, How will Trump use tariffs during his presidency? 

Brian Long, Senior Tax Advisor at Wealth Enhancement was featured by CNBC in “IRS: Missing Final 2024 Quarterly Estimated Tax Payment Could Trigger ‘Unexpected Penalties’.”  Federal income taxes are “pay as you go,” meaning the IRS expects payments throughout the year as you make income, said Long.