First, consider the data: After years of rising inflation, price growth began to slow by the end of 2024; however, the cost of goods and services remained high—up 2.7% compared to the year before.

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.

In this episode of “Investment Management Foundations,” Ayako Yoshioka, Portfolio Consulting Director at Wealth Enhancement, explains what the Fed’s interest rate cut on September 18, 2024 could mean for investors. 

New research reveals how Americans feel about retirement amid election-year uncertainty. Explore key insights on inflation fears, financial planning gaps, and generational outlooks.

By Dom DiFurio  Domenico Fornas // Shutterstock 

Rising inflation is reshaping retirement plans for millions of Americans. Discover how confidence is shifting, what retirees are doing to adapt, and strategies to secure your financial future.

From rare whiskey to classic cars, alternative investments are gaining traction among ultra-high-net-worth individuals. Discover why passion assets and nontraditional holdings are reshaping portfolios.

Is the traditional 60/40 portfolio still effective? Explore how asset allocation strategies are evolving with market volatility, inflation risks, and the need for effective diversification.

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.

Markets pulled back in April 2024 amid sticky inflation and shifting rate expectations. Explore key economic data, sector performance, and what it means for investors.