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Blog
Want a stronger investment strategy? Discover the 4 key traits of powerful portfolios—diversification, tax efficiency, risk alignment, and long-term focus—to help grow and protect your wealth.
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
Stocks have been particularly strong in 2024 as volatility has been near multiyear lows. That trend has reversed in recent days, following the most recent labor data releases.
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,” 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
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
Looking to teach your kids about money? Discover 4 engaging investing books perfect for family reading time—build financial literacy together and spark meaningful money conversations.
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
Unlock timeless investing insights from Warren Buffett—learn five key principles to build long-term wealth, avoid common pitfalls, and make smarter financial decisions with guidance from the Oracle of Omaha.
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.