About

Brian leads the day-to-day implementation of the investment process of the AMR Team at Wealth Enhancement. He brings more than 15 years of experience in corporate finance and investment management. His core competencies include top-down macroeconomic research, strategic asset allocation, bottom-up individual stock research, and ETF and mutual fund evaluation. He also trades, prepares presentations, writes articles, offers interviews, hosts webinars, and more in order to communicate our team’s investment philosophy, strategy, and insights.

In his spare time, Brian skis and is an avid Boston sports fan. He enjoys boating, fishing, and going to the beach with his family. He plays golf, basketball, and street hockey. Brian also regularly participates in 5K runs that raise money for cancer research.

Resources from Brian Regan

Topic
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I met with the team that distributes one of the fixed income mutual funds that we use in client portfolios. We were discussing their exposure to the riskier parts of the credit markets which had increased notably. I mentioned that I was perfectly comfortable with the positioning because this is the riskiest allocation within my fixed income sleeve. They were surprised. For most of their clients, this same fund is considered one of the least risky holdings.
5/14/2026
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I met with the team that distributes one of the fixed income mutual funds that we use in client portfolios. We were discussing their exposure to the riskier parts of the credit markets which had increased notably. I mentioned that I was perfectly comfortable with the positioning because this is the riskiest allocation within my fixed income sleeve. They were surprised. For most of their clients, this same fund is considered one of the least risky holdings.
5/14/2026
PDF
Before the bombing in Iran started on February 28th, the global stock index (ACWI) was up over 4% and the S&P 500 was positive. The fixed income markets (+1.85%) and precious metals were also doing well (GLD +22.06%) as interest rates fell with a more positive outlook for inflation.
5/4/2026
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Many investors pair a target date fund with additional equity-focused funds, unintentionally undermining the very purpose of the target date strategy. Target date funds are designed to manage risk automatically based on a specific time horizon, gradually adjusting the allocation as retirement approaches.
3/24/2026
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Many investors pair a target date fund with additional equity-focused funds, unintentionally undermining the very purpose of the target date strategy. Target date funds are designed to manage risk automatically based on a specific time horizon, gradually adjusting the allocation as retirement approaches.
3/24/2026

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