Blog
We are reposting this video in honor of Women’s History Month and International Women’s Day!
3/6/2025
Blog
Explore how new U.S. tariffs on Canada and Mexico are impacting markets, inflation, and Fed policy. Get expert insights from our Investment Management Team on economic risks, interest rate outlooks, and portfolio strategy in a volatile environment.
3/4/2025
Blog
Equity markets hit record highs in January 2025 despite volatility from AI breakthroughs, Fed rate policy, and tariff concerns. Explore key economic trends, market performance, and investment insights in our monthly analysis.
2/6/2025
Blog
Discover how compound interest works, how it’s calculated, and why it’s essential for building long-term wealth. Use our calculator to plan smarter saving and investing strategies.
2/3/2025
Blog
In this 2025 Market Outlook webinar, Wealth Enhancement’s Jim Cahn, Doug Huber, and Aya Yoshioka review last year’s strong S&P 500 performance and discuss key market drivers for 2025, including inflation, interest rates, and new tariffs.
1/29/2025
Blog
December 2024 Market Recap: Despite a year-end pullback, the S&P 500 closed out 2024 with a 23.1% gain—marking back-to-back 20%+ years. Explore key drivers, Fed policy shifts, investor sentiment, and what lies ahead for markets in 2025.
1/6/2025
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Will There be a Recession? It is always interesting to listen to “notable economists” and some of the “financial talking heads” (collectively referred to as they and them) try to predict if and when the economy will slow down, and offer reasons why. The running joke (and rather truthful joke) is that “they” have predicted 9 of the last 3 recessions.
1/1/2025
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What motivates Bob Aamodt in his financial advising career wasn’t born in a university classroom or in a fast-paced corporate office. Much of it came from his family’s fruit orchard in Farmington, Utah. It was there, as a 12-year-old boy, that his natural drive and tenacity would be more fully cultivated as he picked cherries for the family to sell to local fruit suppliers.
12/30/2024
Blog
US equities surged in November 2024 as bond yields fell, driven by strong earnings, a supportive Fed, and post-election optimism. Explore key market trends, sector performance, and outlook for 2025.
12/8/2024
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.
11/6/2024