Resources

Investing

Q3 2026 Investment Insights

The AI infrastructure buildout remains unprecedented. Hyperscale’s such as Amazon, Microsoft, Alphabet, Meta, and Oracle are expected to invest more than $700 billion in 2026 and over $1 trillion in 2027. OpenAI, Anthropic, and SpaceX could add another $150 billion in 2026 and $190 billion in 2027. Initially funded by cash flows from their core businesses, these investments are increasingly being financed through debt and equity markets.

Brian Regan CFA®

Jul 17, 2026

Financial Planning

Maintaining Financial Literacy Throughout Life

Half of U.S. adults lack basic financial literacy. Learn how to build lifelong money skills, avoid costly mistakes, and stay financially confident through every life stage.

Lily Ku CFP®

Jul 17, 2026

Younger couple sitting on couch looking at paper

Estate Planning

What to Know Before Choosing an Executor Outside Your Family

Choosing an executor outside your family can help reduce estate planning stress, minimize conflict, and ensure your wishes are carried out with the right support.

Peg Webb

Jul 16, 2026

Press releases

Wealth Enhancement Announces Acquisition of Trippon Wealth Management Group and Associated Tax Practice with over $299 Million in Client Assets

Jul 16, 2026

Media appearances

Newsday: Charlie Massimo Featured in “Medicaid Asset Protection Trusts can Help Long Islanders keep their home and pay for care”

The article explores how Medicaid Asset Protection Trusts (MAPTs) can help homeowners preserve assets—particularly their home—while qualifying for Medicaid coverage for long-term care, highlighting the benefits, risks, costs, and importance of planning early.

Charlie Massimo

Jul 15, 2026

Media appearances

Financial Planning: Ryan McKeown Featured in “New Tax Credit Adds Planning Strategy for Advisors and Charitable Clients”

Ryan McKeown, CFP®, CPA, Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by Financial Planning in “New tax credit adds planning strategy for advisors and charitable clients.”

Ryan McKeown CFP®, CPA

Jul 14, 2026