Resources

Ayako Yoshioka CFA®, Senior Portfolio Manager at Wealth Enhancement Group was featured on the BBC World Business Report podcast in “A Big Tech Week Begins.”Ed Butler hears from tech investors about what the future holds for the industry and its biggest firms regarding AI advances.

Equity markets had a strong close to the second quarter, fueled by the resurgence of Mega Cap Growth stocks. While the Fed may have pushed pause on further rate hikes for now, tighter financial conditions may still be in store for the second half of the year. A mild recession might still be possible, but certain economic indicators are showing positive signs that a “soft landing” may yet be possible.

Equity markets had a strong close to the second quarter, fueled by the resurgence of Mega Cap Growth stocks. While the Fed may have pushed pause on further rate hikes for now, tighter financial conditions may still be in store for the second half of the year. A mild recession might still be possible, but certain economic indicators are showing positive signs that a “soft landing” may yet be possible.

Phil Gibson CFP®, Vice President and Financial Advisor at Wealth Enhancement Group was featured by U.S. News & World Report in “Can I Retire at 50 with $2 Million.”

You work hard to accumulate wealth, and you want to pass as much of it as possible along to your heirs and beneficiaries. But due to the size of your estate, you’re on the hook to pay a hefty sum in estate and gift taxes.