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Blog

Video: “Women in Investing” - Investment Management Foundations

We are reposting this video in honor of Women’s History Month and International Women’s Day!
Ayako Yoshioka CFA®
3/6/2025
Blog

Video: “Equities: US v EU” - Investment Management Foundations

In this episode of “Investment Management Foundations,” Aya Yoshioka, Portfolio Consulting Director at Wealth Enhancement, discusses US equity market performance relative to the European Union. VIDEO TRANSCRIPT:
Ayako Yoshioka CFA®
12/25/2024
Blog

Video: “Gold!” – Investment Management Foundations

In this episode of “Investment Management Foundations,” Aya Yoshioka, Portfolio Consulting Director at Wealth Enhancement, discusses how gold can be used as part of your portfolio.
Ayako Yoshioka CFA®
11/19/2024
Blog

Investment Management Foundations - What Are Structured Notes?

Explore how structured notes work in this episode of Investment Management Foundations with Gary Quinzel, VP of Portfolio Consulting at Wealth Enhancement. Learn how these investment tools combine bonds and options to offer downside protection and capped upside potential.
Gary Quinzel CFA®, CFP®
10/2/2024
Blog

Investment Management Foundations - How Strong Is the U.S. Dollar?

In this episode of “Investment Management Foundations,” Wealth Enhancement Senior Portfolio Manager Ayako Yoshioka discusses the significance of the U.S. dollar as the world’s leading reserve currency.
Ayako Yoshioka CFA®
8/28/2024
Blog

Investment Management Foundations - Commercial Real Estate: What Are the Risks?

In this episode of “Investment Management Foundations,” Wealth Enhancement Vice President of Portfolio Consulting Gary Quinzel discusses how various parts of the commercial real estate sector have performed over the last couple years, as well as some underlying conditions to explain this performance.
Gary Quinzel CFA®, CFP®
8/21/2024
Blog

Investment Management Foundations - The Growth of AI

In this episode of “Investment Management Foundations,” Ayako Yoshioka, Senior Portfolio Manager at Wealth Enhancement, discusses the rise of artificial intelligence (AI) in the corporate sector and the impact it’s having on investment markets.
Ayako Yoshioka CFA®
8/14/2024
Blog

Investment Management Foundations – The CHIPS Act

In this episode of “Investment Management Foundations,” Wealth Enhancement Senior Portfolio Manager Ayako Yoshioka details the evolution of computer chips and how they, along with the CHIPS Act of 2022, impact investment markets.
Ayako Yoshioka CFA®
7/24/2024
Blog

Investment Management Foundations – Municipal Bonds as Part of Your Portfolio

In this episode of “Investment Management Foundations,” Gary Quinzel, Wealth Enhancement Vice President of Portfolio Consulting, discusses the potential benefits of including municipal bonds in investment portfolios and the features that may make them a worthwhile consideration for investors. VIDEO TRANSCRIPT BELOW
Gary Quinzel CFA®, CFP®
7/17/2024
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