Resources

Ayako Yoshioka, CFA senior portfolio manager at Wealth Enhancement Group was a featured panelist on CNBC’s “Your Money” event session entitled “Batten Down the Hatches: Preparing Your Portfolio for a Recession.”

The pace of global change is accelerating—how can investors keep up? Discover 8 key trends, from AI to the metaverse, that are reshaping the future of investing and how to prepare your portfolio.

February 2023 Market Recap: Inflation pressures returned, interest rate expectations rose, and equity markets pulled back. Explore key economic data, bond yields, and investment insights.

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.

Ayako Yoshioka, CFA Senior Portfolio Manager at Wealth Enhancement Group was interviewed live on CNBC’s Closing Bell Overtime “Two-Minute Drill”.