Events and Webinars Financial Security in a Volatile World Investment specialists Gary Quinzel and Ayako Yoshioka provide a market update and detail strategies to combat volatility. Gary Quinzel CFA®, CFP® 4/29/2026
Blog 7 Market Movers | February 20, 2026 Ayako Yoshioka as she discusses recent investment market performance on the latest episode of 7 Market Movers. Ayako Yoshioka CFA® 2/20/2026
Blog Year-End 2025 Market Commentary In this end-of-year commentary, discover how investment markets closed out in 2025 and what we may expect in 2026. Ayako Yoshioka CFA® 1/9/2026
Events and Webinars AI & Market Trends: Navigating the Future of Wealth In this webinar, Wealth Enhancement portfolio specialists discuss how AI is reshaping the investment landscape, including what’s driving the markets, economic realities behind the hype, how companies are preparing, and what investors can do. Gary Quinzel CFA®, CFP® 12/16/2025
Blog December 2025 Market Commentary Explore market performance, the likelihood of a December rate cut, and the current state of the AI boom. Ayako Yoshioka CFA® 12/4/2025
Blog 7 Market Movers | October 10, 2025 Learn about the rise in global equity markets, third-quarter earnings season, and the Fed cutting rates for the first time in 2025. Ayako Yoshioka CFA® 10/10/2025
Blog October 2025 Market Commentary The markets defied historical seasonality in September, plus more insights as we look back over the month. Ayako Yoshioka CFA® 10/8/2025
Blog 7 Market Movers | September 12, 2025 Your weekly market update! Explore how the markets were impacted by the S& P 500 and potential interest rate cuts. Ayako Yoshioka CFA® 9/12/2025
Blog Video: Markets Monthly | August 2025 Discover this month’s markets and new updates in equities, tariffs, and inflation. Learn how a softening labor market is causing economic uncertainty. Gary Quinzel CFA®, CFP® 8/26/2025
Blog 7 Market Movers | August 21, 2025 Your weekly market update! Explore how markets reacted to inflation worries and labor shifts this week. Ayako Yoshioka CFA® 8/21/2025