Insights blog
Wealth management news and analysis
Insights
Latest articles
Get the latest wealth management tips and trends from our library of articles and resources.
Articles by topic
Blog
The Social Security Fairness Act repeals WEP and GPO, restoring full benefits to millions of public-sector retirees. Learn how this historic change impacts your Social Security payments, taxes, and retirement planning.
4/2/2025
Blog
Selling your business is both a financial transaction and a deeply personal milestone. This article lays out a 10-step roadmap for doing it wisely and intentionally.
4/1/2025
Blog
Learn how Social Security works and how to maximize your benefits in retirement. Discover key facts about taxes, spousal benefits, claiming strategies, and how financial planning can help you make the most of your income.
3/29/2025
Blog
Join Doug Huber for the latest episode of our new series “7 Market Movers.” This weekly video provides you with updates on what’s happening in the markets and why from our Investment Management Team. In this short video, Doug considers global economic growth, interest rates, inflation, fiscal policy, monetary policy, global macro risk, and investor confidence to determine what is moving the markets this week.
3/27/2025
Blog
Healthcare is an often-overlooked part of your finances. You may think you have a sound financial plan, but if you haven’t properly considered your healthcare needs (and how to pay for them), the retirement of your dreams may never be a reality.
3/26/2025
Blog
Discover how to age gracefully and thrive in your 60s, 70s, and beyond. Learn key strategies for physical health, mental wellness, financial stability, and building a supportive community to enhance your quality of life.
3/20/2025
Blog
Join Doug Huber and Gary Quinzel for the March 2025 edition of “Markets Monthly: Strategies & Perspectives.” Doug and Gary provide market updates and insights from Wealth Enhancement’s Investment Management team, including U.S.
3/20/2025
Blog
Join Gary Quinzel for the first episode of “7 Market Movers,” a weekly update on what’s happening in the markets and why from our Investment Management Team. In this short video, Gary considers global economic growth, interest rates, inflation, fiscal policy, monetary policy, global macro risk, and investor confidence to determine what is moving the markets this week.
3/20/2025
Blog
Did you know that there are estate planning tools your family can use to both protect your assets and potentially reduce your tax exposure? Known as an FLP, a Family Limited Partnership could be the answer to your estate planning questions.
3/18/2025
Blog
Explore how deregulation affects public and private markets, with historical insights from key industries like airlines, telecom, and energy. Learn what it means for investors.
3/13/2025