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Blog

Monthly Market Radar: A Massive Rally Meets an Uncertain Macro Backdrop

Get our perspective on recent investment market and global economic performance, including oil shocks, persistent inflation, and global growth divergence.
5/11/2026
Blog

Monthly Market Radar: Duration Is the Difference

Get our take on recent market events, including rising oil prices, market resiliency, and more.
4/9/2026
Blog

Oil, Daily Life, and the Road Back to Stability

Find out how petroleum touches everything we own—and why resolving today’s geopolitical disruption will be a powerful tailwind for family financial security.
Bruce A. Mandel J.D.
3/19/2026
Blog

Monthly Market Radar: Rotation, Repricing & a Return to Realities

Get our take on recent market events, including how markets are responding to the conflict in Iran, artificial intelligence, and more.
3/10/2026
Blog

7 Market Movers | February 27, 2026

This week on 7 Market Movers, Doug Huber, Wealth Enhancement Deputy Chief Investment Officer, discusses recent investment market performance
Doug Huber
2/27/2026
Blog

7 Market Movers | February 20, 2026

This week on 7 Market Movers, Wealth Enhancement Director, Senior Investment Strategist Ayako Yoshioka discusses recent investment market performance.
Ayako Yoshioka CFA®
2/20/2026
Blog

Monthly Market Radar: Focusing on Fundamentals Drowns Out Geopolitical Noise

Get our take on recent market events in this commentary covering the period January 1, 2026, through January 31, 2026.
2/6/2026
Blog

Year-End 2025 Market Commentary

In this month’s market commentary, Aya Yoshioka details how investment markets closed out 2025 and outlines what we may expect in 2026.
Ayako Yoshioka CFA®
1/9/2026
Events and Webinars

AI & Market Trends: Navigating the Future of Wealth

In this webinar, Wealth Enhancement portfolio specialists discuss how AI is reshaping the investment landscape, including what’s driving the markets, economic realities behind the hype, how companies are preparing, and what investors can do.
Gary Quinzel CFA®, CFP®
12/16/2025
Blog

December 2025 Market Commentary

In this month’s market commentary, Aya Yoshioka discusses market performance, the likelihood of a December rate cut, and the current state of the AI revolution.
Ayako Yoshioka CFA®
12/4/2025

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