Resources

Ayako Yoshioka, Portfolio Consulting Director at Wealth Enhancement, was featured by CNBC in, “Never mind the 60/40 portfolio. There may be a case for a 50/30/20 allocation.” 

Dustin Smith CFP®, ChFC®, Senior Vice President, and Financial Advisor at Wealth Enhancement was featured by CBS in “This holiday season, don’t forget about the benefits of charitable giving.” 

Dustin Smith CFP®, ChFC®, Senior Vice President, and Financial Advisor at Wealth Enhancement was featured by CBS in “How much wealth creation is due to luck?” 

Samanta Lopez, Trust Officer at Wealth Enhancement, was featured by CNN in, “Best banks for trust accounts in November 2024.” 

Patrick Doherty, CFP®, CLTC®, ChSNC®, Senior Vice President, and Financial Advisor of Wealth Enhancement Group was featured by GOBankingRates in “Social Security and Inflation in 2025: 8 Ways To Prep