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Thinking about front-loading your 401(k) contributions? Discover the pros, cons, and key considerations like market timing, dollar-cost averaging, and employer match rules to optimize your retirement strategy.
4/15/2025
Blog
By Bruce Helmer and Peg Webb, Financial Advisors at Wealth Enhancement and co-hosts of “Your Money” on WCCO AM 830 on Sunday mornings. Email Bruce and Peg at yourmoney@wealthenhancement.com.
4/10/2025
Blog
Discover how regional price parity affects your real purchasing power across U.S. cities. Explore where your paycheck stretches further—and where high salaries don’t go as far—amid rising costs, economic uncertainty, and shifting job markets.
4/10/2025
Blog
Our latest episode focuses on the market rally that occurred on Wednesday after the Trump Administration announced a 90-day pause on most tariffs. The S&P 500 closed Wednesday up 9.52%. Watch as Gary Quinzel, Vice President for Portfolio Consulting focuses in on fiscal policy and investor sentiment as he explains the market movers at play.
4/9/2025
Blog
In this special episode of 7 Market Movers, Wealth Enhancement’s Deputy Chief Investment Officer Doug Huber looks at the impact that tariffs have had on the markets over the past few days.
4/7/2025
Blog
Equity markets faced significant challenges in March, with major indices experiencing notable declines. Tariffs dominated headlines and lowered expectations for economic growth while simultaneously raising expectations for inflation.
4/6/2025
Blog
Discover how the Social Security Administration’s new ID verification policy affects benefit claims, direct deposit changes, and retirees without online access. Learn who’s impacted and how to prepare.
4/3/2025
Blog
Federal retirement isn’t one-size-fits-all. Discover how key work anniversaries and age milestones—from 5 to 30 years of service, and ages 55 to 62—can unlock critical benefits like pensions, health insurance, and penalty-free withdrawals. Plan your retirement with confidence.
4/3/2025
Blog
Join Aya Yoshioka for the latest episode of our new series 7 Market Movers. This week, Aya focuses on the hot topic in the markets: tariffs. Using our 7 Market Movers framework, Aya looks at 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.
4/3/2025
Blog
U.S. tariffs rising to 23% on April 5–9 may fuel global trade tensions, spark market volatility, and test investor resilience amid economic uncertainty.
4/2/2025