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Wealth Enhancement Group in the News: October 1-31

11/07/2022

4 minutes

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The month of October brought us some silver linings amid a tough year for the markets. With Medicare premiums decreasing, along with the biggest hike in Social Security benefits in over 40 years, things may be starting to look up. Additionally, we have some insight on college education ROI, mental health and money, mansion mortgages, and more in these Wealth Enhancement Group media appearances.

Market News & Strategy:

Company Updates:

  • “We’re thrilled to partner with a firm that is committed to meeting the unique needs of the independent wealth management community,” said Wealth Enhancement Group CEO, Jeff Dekko. Learn about our new partnership with CAIS and a new “tailored menu” of diversified investment products that comes with it in this Wealth Management feature, Wealth Enhancement Group Partners With CAIS to Expand Alts Access.
  • The collaboration of Wealth Enhancement Group’s Roundtable™ team of experts has proven to be valuable for clients of Senior Vice President Mark Cortazzo. Hear more about his decision to merge his own wealth management firm with Wealth Enhancement Group in this WealthTrack interview: Cortazzo: Professional Leap.
  • “Valuations are already getting tempered in the RIA space and beyond,” Jeff Dekko, Wealth Enhancement group CEO, said while participating in a deal-making panel at Citywire RIA’s Austin retreat. Read more from other panelists here: What do falling markets mean for RIA deals? Focus, Mercer and WEG Execs discuss.

Figure 1: Wealth Enhancement Group CEO, Jeff Dekko, participates in CityWire RIA dealmaking panel

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Top executives, including Wealth Enhancement Group Ceo, Jeff Dekko, participate in dealmaking panel at CityWire RIA Austin retreat.

Source: CityWire RIA


The More You Know:

Our Roundtable™ Team is Here to Help

With changes in the market directly affecting retirement income planning, tax strategies and preparation, investment management, and more, our Roundtable™ team of experts are here to help you make the best decisions for your financial future. Discuss your next market strategy move or learn more about one of the financial topics above by requesting a meeting with one of our experts today.

This information is being provided as a general source of information and is not intended as a recommendation to purchase, sell, or hold any specific security or to engage in any investment strategy. The opinions are subject to change at any time and no forecasts can be guaranteed. Investment decisions should always be made based on an investor’s specific objectives, financial needs, risk tolerance and time horizon.

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