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Blog
We are reposting this video in honor of Women's History Month and International Women's Day!
Blog
For the period November 1 – November 30, 2024.
Executive Summary
With the US presidential election in the rearview mirror, US equities climbed higher in November and bond yields declined. Risk assets continue to be supported by a positive macroeconomic backdrop, solid earnings growth, and an accommodative Fed.
Blog
For the period October 1 – October 31, 2024.
Executive Summary
Global equity and fixed income markets retreated in October, reflecting the uncertainty of policy implications leading up to the U.S. election. Now knowing the outcome, as we enter a historically strong season for equity markets, we note that seasonality has been even stronger in past election years, which bodes well for investors.
Blog
For the period September 1 – September 30, 2024.
Executive Summary
Despite recent bouts of volatility, equity markets marched higher, ending the third quarter at all-time highs. The Fed began a recalibration of interest rates with a 50-basis point cut, as they see balanced risks to both inflation and employment.
Blog
In this episode of “Investment Management Foundations,” Gary Quinzel, Vice President of Portfolio Consulting at Wealth Enhancement, discusses structured notes, which combine zero-coupon bonds with options (puts and calls) linked to an underlying index like the S&P 500.
Blog
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.
Blog
Market shifts can impact your portfolio in surprising ways. Learn how 5 common investments—like stocks, bonds, and real estate—respond to economic changes and what it means for your strategy.
Blog
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.
Blog
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:
Blog
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.