Resources

Investing

July 2024 Market Commentary

June 2024 Market Recap: Strong tech and growth sector gains pushed U.S. equities near record highs, despite rising valuation concerns and concentrated market leadership. Explore key trends, AI’s impact, and what investors should watch heading into H2 2024.

Gary Quinzel CFA®, CFP®

Jul 9, 2024

Retirement

Americans’ Confidence in Their Ability To Retire Remains Shaken

Rising inflation is reshaping retirement plans for millions of Americans. Discover how confidence is shifting, what retirees are doing to adapt, and strategies to secure your financial future.

Jul 9, 2024

As seen in U.S. News & World Report

Peak 1 - 7 Health Care Dividend Stocks to Watch

Kevin M. O’Brien CFP®, CAP®, AIF®

Sep 17, 2018

Media appearances

Wealth Enhancement Group Announces Acquisition of Peak Financial Services, Inc., a Hybrid RIA with Over $123 Million in Client Assets

This partnership marks Wealth Enhancement Group’s fourth location in Massachusetts and brings the firm’s total client assets to more than $85.4 billion.

Jul 8, 2024

Media appearances

CBS: Ed Silversmith Featured in “5 Expert-Driven Tips for Paying Off $30,000 in Credit Card Debt”

Ed Silversmith, Jr., CFP®, CPWA®, Portfolio Manager at Wealth Enhancement Group was featured by CBS MoneyWatch in “5 Expert-Driven Tips for Paying Off $30,000 in Credit Card Debt.”

Ed Silversmith, Jr. CFA®, CFP®, CPWA®

Jul 7, 2024

Group of people sitting at a conference table having a conversation.

Financial Planning

Practicing Financial Wellness

Financial wellness goes beyond budgeting—it’s about building security and freedom through daily habits. Learn how to improve your financial literacy, manage debt, save for retirement, and align money with your well-being.

Bruce Helmer

Jul 6, 2024