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Blog

Video: Markets Monthly - November 2024

In the November 2024 edition of “Markets Monthly: Strategies & Perspectives,” members of Wealth Enhancement’s Investment Management team Gary Quinzel and Aya Yoshioka share economic highlights, market updates, and more—including the potential

Gary Quinzel CFA®, CFP®

11/20/2024

Blog

Election 2024: Comparing the Candidates’ Tax Policy Stances

Compare 2024 tax plans from Kamala Harris and Donald Trump—see how their proposals on income, corporate, capital gains, and estate taxes could impact your finances and the U.S. economy.

10/1/2024

Blog

Investment Management Foundations – Investing in an Election Year

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

Ayako Yoshioka CFA®

7/10/2024

Blog

Investment Management Foundations - Inflation

In this episode of “Investment Management Foundations,” Wealth Enhancement Senior Portfolio Manager Ayako Yoshioka takes a look at persistent inflation and explains how it’s changed year over year.

Ayako Yoshioka CFA®

6/3/2024

Blog

Elections, the Markets, and Your Financial Plan

Do elections impact market performance? Explore data-driven insights on how presidential and congressional elections affect investment returns—and what it means for your financial plan.

Bill Hart CFP®

6/14/2020

Blog

The 2020 Elections and Your Finances

Worried about how the election might impact your finances? Learn why staying calm, focusing on long-term goals, and working with a financial advisor is the best strategy—no matter who wins.

Bruce Helmer

5/1/2020

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Video: Markets Monthly - November 2024

Election 2024: Comparing the Candidates’ Tax Policy Stances

Investment Management Foundations – Investing in an Election Year

Investment Management Foundations - Inflation

Elections, the Markets, and Your Financial Plan

The 2020 Elections and Your Finances