Unsure what trust is right for you? Learn the differences in estate, gift, and income tax advantages, including irrevocable trusts, GRATs, and ILITs.

What are tariffs, what is a tariff war, and how do tariffs affect everyday expenses? Get answers here, including ideas for how to respond.

Join Doug Huber for the latest episode of our new series “7 Market Movers.” This weekly video provides you with updates on what’s happening in the markets and why from our Investment Management Team. In this short video, Doug considers global economic growth, interest rates, inflation, fiscal policy, monetary policy, global macro risk, and investor confidence to determine what is moving the markets this week.

Join Aya Yoshioka and Doug Huber for the December 2024 edition of “Markets Monthly: Strategies & Perspectives.” Aya and Doug share economic highlights, market updates, and insights from Wealth Enhancement’s Investment Management team—including an update on the December 18 Fed meeting and the implications of the most recent interest rate cut.

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.

In this episode of “Investment Management Foundations,” Wealth Enhancement Senior Portfolio Manager Ayako Yoshioka discusses the significance of the U.S. dollar as the world’s leading reserve currency.