Resources

Ayako Yoshioka CFA®, senior portfolio manager at Wealth Enhancement Group was quoted by Thomson Reuters in “US Dividend Funds See Biggest Quarterly Outflows in 2-1/2 Years.”

Learn how to manage capital gains, avoid Medicare premium hikes, and reduce tax liabilities in retirement. Explore smart strategies like phased stock sales and tax planning to protect your income and investments.

Mike Bohmer Senior Vice President, Financial Advisor of Wealth Enhancement Group’s Cincinnati, OH office, has been recognized in the 2023 Best-In-State Wealth Advisors. ranking by Forbes. 

Wealth Enhancement Group, an independent wealth management firm that oversees approximately $62.8B billion in client assets*, including $4 billion in brokerage assets held at LPL Financial, has announced that eight of their financial advisors have been named to Barron’s 2023 ranking of America’s Top 1,200 Financial Advisors.**

Ayako Yoshioka CFA®, senior portfolio manager at Wealth Enhancement Group was quoted by USA Today in “What is a Recession?”