Bonds appear promising as we head into the new year, and the expectation of fully normalized supply chains should also help lower inflation. Our advisors also had some insight on changing jobs, rolling over employer-sponsored retirement funds, and what to look out for to avoid investment scams.
Market News & Strategy:
- Bonds are looking good in 2023. Wealth Enhancement Group Senior Portfolio Manager Ayako Yoshioka speaks with Contessa Brewer about potential portfolio adjustments in this CNBC Your Money feature, Batten Down the Hatches: Preparing Your Portfolio For A Recession.
- What are investors waiting for, and why are they on the sidelines? Wealth Enhancement Group Senior Vice President Charlie Massimo answers these questions and more in this Bloomberg radio feature, Charlie Massimo Drive to Close.
- According to Jim Cahn, Wealth Enhancement Group Chief Investment Officer, new deal structures may hide smaller payouts. Read more about the current status of the RIA M&A market in this Wealth Management article, Do weeks of single-digit deals mean the RIA M&A market has turned a corner? Deal-makers weigh in.
- Is the market getting a little ahead of itself? Wealth Enhancement Group Senior Vice President Nicole Webb gives the best estimate of where inflation is expected to be sitting when supply chains fully normalize in this Bloomberg radio feature, Nicole Webb Drive to Close.
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Ayako Yoshioka on CNBC's Your Money, Batten Down the Hatches: Preparing Your Portfolio For A Recession.
The More You Know:
- There are a lot of factors that go into making a M&A deal successful. Wealth Enhancement Group Chief Investment Officer Jim Cahn discusses the nuances of these agreements and more on this Wealth Management panel, Three Active RIA Acquirers on What It Costs to Create a ‘Profitable’ Deal, along with other panelists, Moneta CEO Eric Kittner and Hightower Advisors Chief Growth Officer, Scott Holsopple. Moderated by Francine Miltenberger.
- With big wins come big financial decisions. Stacy Coffey, Wealth Enhancement Group Senior Vice President, answers some of the most important questions you’ll have to ask if you win big in the lottery in this Forbes Advisor article, You Won The Lottery. Now What?
- Investment scams are growing, but there are red flags you can watch out for. Wealth Enhancement Group Senior Vice President Paul Brahim points out how you can protect yourself in this Investor's Business Daily article, FTX and The Rise of Investment Scams: How to Guard Yourself.
- Remember your 401(k). There are several options if you need help with what to do with it. Sarah Keys, Wealth Enhancement Group Senior Vice President and Financial Advisor, goes more in-depth on this topic in this Barron’s article, Tech Layoffs Are Rampant. Here’s Smart Financial Advice if You Lose Your Job.
- Changing jobs doesn’t have to disrupt your retirement goals. In this Money feature, How to Decide if You Should Roll Over an Old 401(k) or Leave it Alone, Wealth Enhancement Group Senior Vice President Brian Kuhn discusses your options regarding employer-sponsored retirement accounts and the caveats that should be considered when changing jobs.
- Are you too old to open a Roth IRA? “No, as long as the move benefits you and your family,” says Brian Dudley, Wealth Enhancement Group Senior Vice President. Read more about the benefits of Roth IRAs in this U.S. News & World Report feature, Are You Too Old to Benefit From a Roth IRA?
Learn More from our Experienced Advisors
The market can be challenging to follow now, as some parts are doing better than others. Meeting with a financial advisor is one of the best ways to stay ahead of the changes and ensure your portfolio is set up for success. Request a meeting with one of our advisors today.