Resources

Are we in a recession? Financial advisors from across the U.S. weigh in on economic signals, historical comparisons, and how to stay on track with your financial plan.

Ayako Yoshioka, CFA Senior Portfolio Manager at Wealth Enhancement Group was interviewed by hosts Doug Krizner and Paul Allen on Bloomberg Daybreak: Asia.

Stacy Coffey, CFP® Senior Vice President of Wealth Strategies was featured by Barron’s in the article “You Just Won the Lottery. Here’s the Very First Thing You Should Do.”

Charlie Massimo, Senior Vice President and Financial Advisor was featured in Psychology Today’s article “Creating Financial Independence for Grown Children with Autism.”

Mark Cortazzo, CFP®, CIMA® of Wealth Enhancement Group’s Parsippany, NJ office, has been named to the Forbes list of America’s Top Financial Security Professionals for the second consecutive year.* Mark ranks #3 in New Jersey and