Resources

Gary Quinzel, CFP®, CFA®, and Vice President of Portfolio Consulting at Wealth Enhancement Group was featured by Comparison Advisor in “What Are Alternative Investments.” 

Sarah Keys, CDFA®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by Barron’s in “Being Rich Doesn’t Mean Being Smart About Money.

For the period November 1 to November 30, 2023. Executive Summary U.S. equity markets bounced back with historically strong returns in November as yields on longer-dated Treasuries declined. If inflation has been tamed and rate hikes are in the rearview mirror, a recession may be averted—but the era of interest rates anchored near zero may also be behind us.

For the period November 1 to November 30, 2023. Executive Summary U.S. equity markets bounced back with historically strong returns in November as yields on longer-dated Treasuries declined. If inflation has been tamed and rate hikes are in the rearview mirror, a recession may be averted—but the era of interest rates anchored near zero may also be behind us.

In this segment of CBS 4 Your Money, Dustin Smith CFP®, ChFC®, senior vice president and financial advisor at Wealth Enhancement Group discusses significant tax-law changes that are coming at the end of 2025 unless Congress acts.