Is market volatility really something to fear? Discover why long-term investors should embrace volatility, how to spot opportunities during market swings, and why media narratives often miss the mark.

Market volatility can create smart financial planning opportunities. Discover six strategies—from tax-loss harvesting to Roth conversions—to help strengthen your portfolio and stay on track toward long-term goals.

Explore the world of private markets—private equity, venture capital, real estate, and more. Learn the benefits, risks, and how to get started with private investments.

In the October Markets Monthly webinar, Roundtable™ experts Jim Cahn, Doug Huber, Gary Quinzel, and Aya Yoshioka analyze Q3 market trends, the Fed’s first rate cut, surging equities, and early insights into the 2025 election’s economic impact.

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. 

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:

In this episode of “Investment Management Foundations,” Ayako Yoshioka, Wealth Enhancement Senior Portfolio Manager, breaks down how investment markets fluctuate during presidential election years and how markets respond to Democratic and Republican presidents. VIDEO TRANSCRIPT BELOW

In this episode of Investment Management Foundations, Ayako Yoshioka, Senior Portfolio Manager at Wealth Enhancement, compares the S&P 500’s top holdings, profit margins, and investment returns in 2004 vs. 2024, highlighting key shifts in market concentration and tech dominance.