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Charles Massimo, Senior Vice President and Financial Advisor at Wealth Enhancement Group was featured in U.S. News & World Report’s article “How to Find a Financial Advisor for Dentists.”
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Over the past several months, there have been many days when financial markets move up or down by 1% or 2%. This level of market volatility often attracts people who try to time the market — to guess when a new high or low is reached, and then to sell or buy stocks accordingly at those points.
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Buying a house is likely the largest purchase someone will make in their lifetime, but buying a house is more than a financial transaction. Here are a few things to consider when deciding how much you can afford — and how much responsibility you want to take on.
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What is financial wellness? Find out Bruce Helmer’s tips for enhancing your financial wellness in this segment of CBS 4 Your Money.
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This is Wealth Enhancement Group’s Seventh Acquisition of 2022, Expanding Its Northern California Presence to Eight Offices
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Addition of Firm Focusing on High-Net-Worth Clients Brings Wealth Enhancement Group’s Total Client Assets to More Than $55 Billion
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It’s been a wild first half of the year and now is a good time to assess where you are with your current financial plan. In the third article in this series, we focus on the items that can help you stick to a well-constructed financial roadmap for the next three months.
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Dustin Smith, Senior Vice President and Financial Advisor explains what market timing is, why it’s so difficult to do, and what you can do instead of trying to time the market.
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In this segment of 4 Your Money, Bruce Helmer explains what your credit score is, how it’s calculated, why you should care about it, and what you can do to improve your score.
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An executor is the person whom you name to handle the settlement of your estate after you die, taking your estate through probate, a court-supervised process that winds up your affairs in the state where you were living at the time of your death.
