Blog
Markets rebounded in August 2024, nearing record highs as recession fears eased and the Fed signaled a potential rate cut. Explore key economic shifts, labor market trends, and sector performance in this monthly financial recap.
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In this short video, members of Wealth Enhancement’s Investment Management team share economic highlights, market updates, and possible reasons for the increase in volatility.
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Explore essential financial planning strategies for families with special needs—from government benefits and healthcare options to special needs trusts and long-term care planning.
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Approaching retirement? Learn how to choose a financial advisor who can guide you through retirement—not just to it. Explore key questions, credentials, and planning tips.
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Receiving an inheritance can be a strange thing. While you are still in mourning, you realize that someone close to you has entrusted you with their money or assets. And these are now your responsibility. Many people feel a complex mix of emotions—grateful, heartbroken, and overwhelmed all at once. Fortunately, working with a wealth planner can help you navigate this responsibility.
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In this episode of Investment Management Foundations, Gary Quinzel, VP of Portfolio Consulting at Wealth Enhancement, breaks down the key differences between mutual funds, ETFs, and individual stocks—covering diversification, fees, trading, and tax efficiency.
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By Dom DiFurio Domenico Fornas // Shutterstock
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Explore how credit shelter trusts can reduce estate taxes, protect assets, and preserve wealth for future generations—especially ahead of the 2026 estate tax exemption changes.
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Explore how a Spousal Lifetime Access Trust (SLAT) can reduce estate taxes, protect assets, and provide financial flexibility for high-net-worth families. Learn key benefits, tax strategies, and planning tips.
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Thinking of leaving your vacation home to your children? Learn how to plan ahead for maintenance, taxes, and family dynamics—plus how a QPRT can ease the transition.
