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Planning your retirement? Discover 4 key factors to consider when choosing your retirement date—from healthcare and income needs to lifestyle goals and Social Security timing.
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For the period August 1 – August 31, 2024 Executive Summary After a brief bout of volatility to start the month, equities roared back to finish August near all-time highs, propelling us toward the first rate cut since March 2020. The Fed has signaled their intentions, as their focus has clearly shifted to the labor market, which is showing signs of slowing.
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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.
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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:
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For the period July 1 – July 31, 2024. Executive Summary Volatility returned to markets as investors grappled with mixed economic data, political headlines, second-quarter earnings, and central bank policy meetings. Despite the challenges, the totality of data suggests that the U.S. economy is still expanding, as investors eagerly await the Fed’s next move.
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In this episode of “Investment Management Foundations,” Ayako Yoshioka, Wealth Enhancement Senior Portfolio Manager, breaks down how investment markets fluctuate during presidential election years and how markets respond to Democratic and Republican presidents. VIDEO TRANSCRIPT BELOW

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