Resources

Investing

Wondering if the 60/40 Portfolio Still Works? You’re Not Alone…

Explore the challenges facing the traditional 60/40 investment portfolio amid rising interest rates and market volatility. Discover insights, historical context, and strategies for navigating today’s evolving financial landscape.

Gary Quinzel CFA®, CFP®

Nov 1, 2023

Media appearances

GOBankingRates: Peter Hoglund Featured in “I Accidentally Withdrew Money from My Roth IRA; What Should I Do?”

Peter Hoglund CFP®, AIF®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by GOBankingRates in “I Accidentally Withdrew Money from My Roth IRA; What Should I Do?”

Peter C. Hoglund CFP®, AIF®

Oct 28, 2023

Media appearances

CBS News: Ryan McKeown Featured in “Should You Open a High-Yield Savings Account Now? Experts Weigh In”

Ryan McKeown, CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by CBS News in, “Should You Open a High-Yield Savings Account Now? Experts Weigh In.”

Ryan McKeown CFP®, CPA

Oct 28, 2023

Media appearances

GOBankingRates: Britta Ferguson Featured in “6 Ways It’s Easier to Get Rich Now Than It Was 100 Years ago”

Britta Ferguson CFP®, CDFA®, Vice President, and Financial Advisor at Wealth Enhancement Group was featured by GOBankingRates in “6 Ways It’s Easier to Get Rich Now Than It Was 100 Years ago.”

Britta Ferguson CFP®, CEPA®

Oct 27, 2023

Media appearances

FA Magazine: David Himmelreich Quoted in “Private Equity Wants a Piece of Your Retirement Savings”

David Himmelreich, Senior Vice President and Financial Advisor at Wealth Enhancement Group was quoted by FA Magazine in, “Private Equity Wants a Piece of Your Retirement Savings.”

David B. Himmelreich

Oct 26, 2023

Media appearances

FA Magazine: David Himmelreich Quoted in “Private Equity Wants a Piece of Your Retirement Savings”

David Himmelreich, Senior Vice President and Financial Advisor at Wealth Enhancement Group was quoted by FA Magazine in, “Private Equity Wants a Piece of Your Retirement Savings.”

David B. Himmelreich

Oct 26, 2023

Resources

Filters

Wondering if the 60/40 Portfolio Still Works? You’re Not Alone…

GOBankingRates: Peter Hoglund Featured in “I Accidentally Withdrew Money from My Roth IRA; What Should I Do?”

CBS News: Ryan McKeown Featured in “Should You Open a High-Yield Savings Account Now? Experts Weigh In”

GOBankingRates: Britta Ferguson Featured in “6 Ways It’s Easier to Get Rich Now Than It Was 100 Years ago”

FA Magazine: David Himmelreich Quoted in “Private Equity Wants a Piece of Your Retirement Savings”

FA Magazine: David Himmelreich Quoted in “Private Equity Wants a Piece of Your Retirement Savings”