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Explore January 2023’s market rebound, with the 60/40 portfolio up 4.5%—its best start in decades. Discover how consumer sentiment, inflation trends, and economic indicators are shaping forecasts for Q1 and beyond.
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Executive Summary Even though we’ve turned the calendar to 2023, the challenges from 2022 that included the lingering effects of the pandemic, inflation, higher interest rates, and market volatility are still with us. As we look forward to the new year, we acknowledge that there is always a level of uncertainty within markets, but the uncertainty can bring opportunity and reward investors over the long term.
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Risk management goes beyond market volatility. Learn 6 essential insurance strategies—from income protection to long-term care—that safeguard your wealth and secure your financial future.
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It’s been quite the year. With record inflation, a shift over to bear market territory, and the threat of a recession, there was a lot of ground to cover. So, as 2022 comes to a close, we’re looking back at the top 10 articles of the year from Wealth Enhancement Group, chosen by our readers. Browse our Best of 2022 articles below to revisit your personal favorites or discover something you may have missed.
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Creating a financial game plan for the new year is going to be unique to you, depending on your individual circumstances. But, if your New Year’s resolutions include getting your financial life back on track, you can use these goals as a starting point. Set a Personal Savings Goal Don’t just pick an arbitrary number. Look at your total income and expenses to determine a realistic goal for how much you can set aside each month.
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Get ahead of tax season with smart year-end planning. Discover 7 key topics to discuss with your tax advisor—from income changes and IRA contributions to property sales and tax law updates—to reduce surprises and optimize your return.
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Facing a buyout or early retirement offer? Learn how to navigate key financial decisions—from 401(k) rollovers and pensions to stock options and insurance—to protect your future and avoid costly mistakes.
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Fitch downgrades U.S. credit outlook amid rising debt concerns. Explore market reactions, economic recovery signals, and the growing divide between Big Tech and broader equities.
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Despite recession fears and inflation concerns, markets show signs of resilience. Explore key economic trends, Fed policy updates, and why long-term investing remains essential.
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Define your dream retirement with goal-based financial planning. Discover how to align your lifestyle, values, and budget to create a personalized, actionable plan for long-term success.
