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Explore how credit shelter trusts can reduce estate taxes, protect assets, and preserve wealth for future generations—especially ahead of the 2026 estate tax exemption changes.
9/12/2024
Blog
In this episode of Investment Management Foundations, Wealth Enhancement’s Senior Portfolio Manager Ayako Yoshioka explains the benefits of investing in international stocks, including diversification, valuation opportunities, and historical performance trends.
9/11/2024
Blog
Markets rebounded in August 2024, nearing record highs as recession fears eased and the Fed signaled a potential rate cut. Explore key economic shifts, labor market trends, and sector performance in this monthly financial recap.
9/8/2024
Blog
In this episode of “Investment Management Foundations,” Gary Quinzel, Vice President of Portfolio Consulting at Wealth Enhancement, discusses the significance of monetary policy, highlighting its impact on interest rates, economic stability, and investment market behavior.
9/4/2024
Blog
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.
8/28/2024
Blog
Presidential elections always breed uncertainty, and while we’re sure to have many questions leading up to November, one of the more pressing is, “How will the election impact markets?”
In this webinar, Gary Quinzel and Ayako Yoshioka from our investment management team discuss:
8/28/2024
Blog
Dreaming of retiring to your cabin? Discover 7 essential steps to prepare—financial planning, home modifications, year-round maintenance, and more—to ensure a safe, enjoyable, and sustainable retirement in your favorite getaway.
8/28/2024
Blog
Discover the five essential documents—Will, Power of Attorney, Health Care Directive, Beneficiary Designations, and Trusts—you need for a complete estate plan. Learn how each one protects your assets, avoids probate, and ensures your wishes are honored.
8/27/2024
Blog
Estate planning isn’t just for the wealthy—it’s for anyone who wants to protect their legacy. Learn the essential components of a comprehensive estate plan, from wills and trusts to powers of attorney and tax strategies.
8/26/2024
Blog
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.
8/21/2024