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
For the period June 1 – June 30, 2024.
Executive Summary
Positive returns in the Growth and Technology sectors helped cap off another strong quarter for the market, but they have further intensified the high concentration of market leadership. Investors appear content with modest rate cut expectations, while growth and inflation have moderated.
Blog
In this episode of “Investment Management Foundations,” Wealth Enhancement Vice President of Portfolio Consulting Gary Quinzel details the Consumer Confidence Survey, a timely index that pulls in various data points, including labor data, inflation, and GDP, to provide a comprehensive view of current economic conditions and how investors feel about them.
Blog
Written by: Ben Popken
With interest rates at record highs and inflation eating away at investment returns, alternative investments have taken on a new luster for the richest of the rich.
Blog
For the period May 1 – May 31, 2024.
Executive Summary
Equity markets rebounded in May as first-quarter earnings surpassed expectations. Despite strength in the corporate sector, weaker consumer spending and the overall moderating pace of growth suggest that inflation pressures will gradually subside.
Blog
In this episode of “Investment Management Foundations,” Wealth Enhancement Senior Portfolio Manager Ayako Yoshioka takes a look at persistent inflation and explains how it’s changed year over year.