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2023 ended on a high note as the interest rate narrative shifted and consensus views broadly turned positive. The new year brings hope of an even more favorable environment for stocks and bonds, but recent history reminds us that consensus opinions can be unreliable.

Wealth Enhancement Group, a national independent wealth management firm with over $75.1 billion in client assets, announced the acquisition of the Shawn M. Scott Team, an investment advisory team in Cincinnati, Ohio. The team oversees more than $136 million in client assets and is led by Shawn M. Scott, Senior Vice President, Wealth Management Advisor. 

Understand what a fiduciary advisor is, their legal responsibilities, and how they differ from robo-advisors. Learn how fiduciary duty protects your financial future.

Dustin Smith CFP®, ChFC®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by Buy Side from WSJ in “How Millennials Discovered (and Learned to Love) the World’s Dullest Investment.” 

Planning for retirement often falls to the bottom of the list of priorities, but it’s important not to put off the process. Planning today improves the odds that your savings and investments will help you maintain your desired lifestyle after you stop earning a regular paycheck. By planning early, you’ll also be able to handle the tax bill that likely will come each year after you retire.