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This financial wellness quarterly newsletter contains a market and economic snapshot, along with informational articles on a variety of financial planning and financial wellness topics.
9/30/2025
Newsroom
Ayako Yoshioka CFA®, Senior Portfolio Manager at Wealth Enhancement Group was featured on Forbes in “S&P 500's Weight in Mag 7 Stocks Passes 30%. Is This a Diversification Risk?”
9/17/2025
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The second quarter of 2025 saw a sharp reversal in the stock market drawdown that resulted from U.S. tariff threats in April. The S&P 500 increased 10.9%, notching a new
all-time high at the end of the quarter.
6/30/2025
Blog
In this 2025 Market Outlook webinar, Wealth Enhancement’s Jim Cahn, Doug Huber, and Aya Yoshioka review last year’s strong S&P 500 performance and discuss key market drivers for 2025, including inflation, interest rates, and new tariffs.
1/30/2025
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Negativity typified markets in this holiday-shortened week with the Dow down over 2.6% on the week as I type.
8/8/2024
Blog
In this episode of “Investment Management Foundations,” Ayako Yoshioka, Wealth Enhancement Senior Portfolio Manager, breaks down how investment markets fluctuate during presidential election years and how markets respond to Democratic and Republican presidents.
VIDEO TRANSCRIPT BELOW
7/11/2024
Blog
In this episode of Investment Management Foundations, Ayako Yoshioka, Senior Portfolio Manager at Wealth Enhancement, compares the S&P 500’s top holdings, profit margins, and investment returns in 2004 vs. 2024, highlighting key shifts in market concentration and tech dominance.
6/24/2024
Blog
February 2024 Market Recap: S&P 500 hits record highs as tech leads the rally. Explore insights on AI-driven growth, interest rate trends, and what it means for investors.
3/8/2024
Blog
Explore how the S&P 500 performs before, during, and after recessions. Learn why the stock market isn’t the economy—and how investors can navigate uncertainty with confidence.
7/13/2023