More adult children are moving back home—but at what cost? Learn how to support boomerang kids without sacrificing your financial future, with tips on budgeting, boundaries, and long-term planning.

Small businesses aren’t as small as you may think. According to the U.S. Chamber of Commerce, small businesses drive 44% of the country’s GDP, and employ more than 60 million Americans. Even so, small business owners often forego financial planning—sometimes until it’s too late.

Discover key insights from a new retirement sentiment survey: Despite inflation concerns, most Americans feel optimistic about retirement. Learn what drives confidence, where gaps remain, and how planning with an advisor can help.

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.

Learn how the Social Security Fairness Act of 2023 impacts retirees by repealing the Windfall Elimination Provision and Government Pension Offset. Discover who qualifies, how much benefits increase, and what steps to take next.

Discover a five-step process to set and achieve financial goals that reflect your values. Learn how to align your money with what matters most—from planning and persistence to building a meaningful financial legacy.

In this episode of “Investment Management Foundations,” Aya Yoshioka, Portfolio Consulting Director at Wealth Enhancement, discusses US equity market performance relative to the European Union. VIDEO TRANSCRIPT:

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.

Discover how starting to save early can dramatically grow your wealth. Learn how behavioral finance explains saving habits, the power of compounding, and strategies to overcome procrastination and build a secure financial future.

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