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In the June 2025 edition of “Markets Monthly: Strategies & Perspectives,” get market updates and insights from Wealth Enhancement’s Investment Management team.
6/26/2025
Blog
By Bruce Helmer and Peg Webb, Financial Advisors at Wealth Enhancement Group and co-hosts of “Your Money” on WCCO AM 830 on Sunday mornings. Email Bruce and Peg at yourmoney@wealthenhancement.com.
6/19/2025
Blog
The market pulled back slightly so far this week and retail sales fell below expectations—declining by 0.9%. There was also a 3.5% decline in auto sales, indicating consumers’ hesitation to make big ticket purchases. Watch as Gary Quinzel, Vice President for Portfolio Consulting, discusses the Federal Reserve’s reaction and other macroeconomic headlines.
6/18/2025
Blog
Choosing a retirement date is an exciting time. Not only does it mean you no longer have to bust your hump at a nine-to-five for years on end, but it also signifies your transition into the next phase of your life–potentially the best phase of your life.
6/15/2025
Blog
Explore the latest economic insights with Aya Yoshioka in this episode of 7 Market Movers. From strong job growth and easing inflation to fiscal policy impacts and bond market trends—get the key takeaways shaping markets in 2025.
6/12/2025
Blog
Discover why market volatility isn’t unprecedented and how history offers valuable lessons for investors. Learn why disciplined, long-term strategies outperform market timing and how quality investments rebound over time.
6/10/2025
Blog
Learn smart strategies for paying taxes in retirement, including how a one-time tax withholding distribution from your IRA can simplify your tax process, reduce penalties, and potentially boost earnings. Get expert financial planning tips today.
6/8/2025
Blog
This week on 7 Market Movers, Aya Yoshioka, Doug Huber, and Gary Quinzel from Wealth Enhancement’s Investment Management team discuss the positive indicators they saw in the markets this week. Inflation came in softer than expectations, the consumer sentiment index came in higher than expected, and the jobs report also exceeded expectations, indicating an increase in hiring from US companies.
6/5/2025
Blog
What do retirees wish they’d done differently with their money? Discover timeless financial lessons from those in their 70s and 80s—on saving, investing, healthcare, and finding true financial freedom.
6/5/2025
Blog
May 2025 saw the S&P 500 post its best May return since 1990 amid easing trade tensions, resilient earnings, and a U.S. debt downgrade. Explore key market drivers and investor takeaways.
6/4/2025