Resources

Dan Gensler, CFP® of Wealth Enhancement Group’s Coronado, CA office, has been recognized in the 2022 “Best-In-State Wealth Advisors” ranking by Forbes.*

Still filing your 2021 taxes? Discover last-minute tax deductions, including IRA and HSA contributions, spousal IRAs, and smart strategies to reduce your AGI before April 18, 2022.

Executive Summary With the pandemic fading into the background, investors shifted their focus towards inflation, geopolitical conflicts, rising interest rates, and slowing economic growth. With increased uncertainty, market volatility has been elevated throughout the quarter, but we remain cautiously optimistic on our longer-term outlook for the U.S. economy.

Executive Summary With the pandemic fading into the background, investors shifted their focus towards inflation, geopolitical conflicts, rising interest rates, and slowing economic growth. With increased uncertainty, market volatility has been elevated throughout the quarter, but we remain cautiously optimistic on our longer-term outlook for the U.S. economy.

With the first three months of 2022 behind us, it’s a good time to take stock of your financial plan. In this follow-up article, we focus on the items that can help you stick to a well-constructed financial plan into the upcoming quarter.