Resources

Ayako Yoshioka CFA®, Senior Portfolio Manager at Wealth Enhancement Group was featured on the BBC World Business Report podcast in “Retail Sales Increase in The US.”Aya discusses banking shares, Fitch, interest rates, and consumer spending.

Paul Brahim, CFP®, AIFA®, Managing Director, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by GOBankingRates in “What Will Retirement Look Li

Todd Youngdahl, CFP ®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was quoted by U.S. News & World Report in “6 Tips to Successfully Semi-Retire.” “We recommend increasing liquid and safe cash reserves to 12 months of expenses prior to a semi-retirement,” he says.

Long-term readers of this column know that we spend a lot of time and attention on helping clients set goals. Goals are foundational to making financial decisions around investments, asset allocation, and income planning. But financial goals are not some abstract concepts in a vacuum. They need to reflect your values — what matters the most to you. Values emerge from the accumulation of lifetime experience, struggle wisdom, and yes, loss and pain.

Wealth Enhancement Group, a national independent wealth management firm with more than $70.8 billion in total client assets, announced the acquisition of First Capital Advisors Group, LLC, a hybrid RIA with two locations in Little Silver, NJ and Blue Bell, PA. Led by Managing Partners Jim Hiles and Jeff Schulte, First Capital Advisors Group’s team of four financial advisors and six support staff will join the firm, bringing approximately $341 million assets under management.