Resources

Brian Regan, Senior Portfolio Manager at Wealth Enhancement, recently contributed an article to TheStreet titled “Overcoming Investment Blind Spots: Lessons from the Tyson vs. Paul Fight.” 

Ted Braun CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement was featured by Investopedia in “Retiring This Year?

Discover a five-step process to help set and work towards financial goals that reflect your values. Learn how to align your money with what matters most.

Will There be a Recession? It is always interesting to listen to “notable economists” and some of the “financial talking heads” (collectively referred to as they and them) try to predict if and when the economy will slow down, and offer reasons why. The running joke (and rather truthful joke) is that “they” have predicted 9 of the last 3 recessions.

We’d like to remind you of some financial matters that should be addressed prior to year-end. We encourage you to complete year-end money movements such as required minimum distributions, gifting to individuals, and gifting of stocks to charities by December 2, 2024.