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Blog
Our latest episode covers the potential for a recession, the International Monetary Fund’s recent World Economic Outlook, and the anticipated timing of future interest rate cuts. Watch as Gary Quinzel, Vice President for Portfolio Consulting, focuses in on economic growth, fiscal and monetary policy, interest rates, and inflation to explain what’s going on in the markets this week.
5/8/2025
Blog
Markets were volatile in April but closed higher. Trade war concerns linger, and uncertainty clouds investor sentiment despite signs of recovery.
5/5/2025
Blog
This week on 7 Market Movers, Portfolio Consulting Director Aya Yoshioka discusses the results coming out of earnings season, specifically highlighting the six members of the Magnificent Seven who have reported so far. Microsoft and Alphabet (Google’s parent company) saw strong growth in their cloud computing services while Tesla saw a rally despite missing earnings expectations.
5/2/2025
Blog
Planning for retirement? Discover 10 essential steps to prepare for a secure future—from managing debt and maximizing Social Security to updating your portfolio and estate plan. Start building your retirement strategy today.
5/1/2025
Blog
Worried about market volatility? Learn when it matters most—like near retirement or with high stock allocations—and how a long-term plan can help you stay on track.
4/27/2025
Blog
Discover how to save money and reduce your carbon footprint with energy-efficient home upgrades. Learn about tax credits, eco-friendly improvements, and simple lifestyle changes that boost comfort and value.
4/24/2025
Blog
In the video below, Wealth Enhancement’s Deputy Chief Investment Officer Doug Huber focuses on the “outsized volatility” in municipal bond markets. Driven by concerns over market volatility linked to trade tensions, seasonal selling, and a desire for some investors to move back into equity markets, the municipal markets are seeing wider spreads than normal. Watch to learn more.
4/24/2025
Blog
Watch ‘Tariff Talk: Perspective & Actionable Steps’ as Wealth Enhancement’s Gary Quinzel and Aya Yoshioka explore the history of U.S. tariffs, market reactions, and practical strategies for investors and retirees navigating economic uncertainty.
4/23/2025
Blog
Chevron employees: Plan your retirement wisely by exploring benefit options, tax strategies, and pension timing to boost your financial future.
4/20/2025
Blog
This week on 7 Market Movers, Portfolio Consulting Director Aya Yoshioka discusses the “strange trifecta” going on in the markets right now and the latest comments from Federal Reserve Chair Jerome Powell. Using our 7 Market Movers framework, Aya also covers global economic growth, interest rates, inflation, fiscal policy, monetary policy, global macro risk, and investor confidence to explain what’s happening in the markets and what it means for you.
4/16/2025