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Ayako Yoshioka, CFA, Senior Portfolio Consultant, at Wealth Enhancement Group, was featured live on Bloomberg Radio. Aya shared her thoughts on current market conditions with hosts Bryan Curtis and Juliette Saly on “Bloomberg Daybreak Asia.”
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Ayako Yoshioka, CFA was featured live on Bloomberg Markets Asia. Tune in to hear her thoughts on fixed income, inflation, valuations, and current opportunities within the stock market. Aya also discusses whether it’s possible to create a “recession-proof” portfolio and how to remain focused on the long term during volatile market moves.
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Alex Vaccarella, CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was featured in NJ.com’s Money Help reader column answering the following question:
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T. J. Williams, CFS, Regional Vice President at Wealth Enhancement Group, was quoted in Bloomberg News’s article “There Are Other Ways to Build Wealth if You Can’t Afford to Buy a Home.”
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Peter Hoglund, CFP®, AIF®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was featured in NJ.com’s Money Help reader column answering the following question: “When do I have to start taking money from this inherited IRA?” Read Peter’s answer and advice to this reader here.
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Bill Cannon, AIF®, Director of Retirement Plan Consulting at Wealth Enhancement Group was quoted in U.S. News & World Report’s article “10 Rules for Investing After Retirement.”
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Ayako Yoshioka, CFA, Senior Portfolio Consultant was featured on CNBC’s Closing Bell Overtime “Two-Minute Drill”. Tune in to hear her thoughts on top names for investors’ portfolios in the current environment.
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Ayako Yoshioka, CFA, Senior Portfolio Manager was quoted in The Wall Street Journal’s article “Stocks Finish Volatile Session Higher”. Read Aya’s commentary from the article below to learn about the correlation between future inflation and interest rates.
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Jim Cahn, Chief Investments & Business Development Officer was featured in Barron’s article covering Wealth Enhancement Group’s acquisition of King’s Point Capital Management. “Kings Point Capital Management has a strong history of growth, demonstrates incredible care for its clients, and utilizes a unique investment model that uses individual stocks,” Jim Cahn, WEG’s Chief Investments and Business Development Officer, said in an email.
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Addition of Hawkins Wealth Management Raises Wealth Enhancement Group’s Total Client Assets to More Than $55.5 BillionMINNEAPOLIS, June 23, 2022 —Wealth Enhancement Group (“WEG”), an independent wealth management firm today announced it plans to acquire Hawkins Wealth Management, an independent RIA with offices in North Liberty, Iowa, and Naples, Florida. Led by founder Tim Hawkins, CFP®, Hawkins Wealth Management has $574 million assets under management.
