Resources

Wealth Planning

Using Your Wealth and Values to Enhance Your Family’s Lives

Explore how to pass on wealth to your children without diminishing their drive or values. Learn strategies for fostering independence, gratitude, and purpose while using your wealth to enhance—not hinder—their lives.

Aug 4, 2026

Investing

Weekly Market Movers | August 3, 2026

Explore the latest market trends, tech earnings, Federal Reserve policy, yen intervention and key economic data to watch in August.

Ayako Yoshioka CFA®

Aug 3, 2026

Investing

Weekly Market Movers | August 3, 2026

Explore the latest market trends, tech earnings, Federal Reserve policy, yen intervention and key economic data to watch in August.

Ayako Yoshioka CFA®

Aug 3, 2026

Media appearances

Kiplinger: Laura Mattia Featured in “Financial Planning for Couples: 6 Steps to a Happy Retirement”

Lauria Mattia, PhD, MBA, CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by Kiplinger in an article titled, “Financial Planning for Couples: 6 Steps to a Happy Retirement.”

Laura Mattia PhD, MBA, CFP®

Aug 3, 2026

Media appearances

Bloomberg: Dustin Smith Featured in “How to Protect Your Money When Your Adult Child Moves Back Home”

Dustin Smith, CFP®, Senior Vice President and Financial Advisor, was featured by Bloomberg in the article, “How to Protect Your Money When Your Adult Child Moves Back Home”

Dustin Smith CFP®

Aug 3, 2026