Over half of adults over 65 will need long-term care. Learn how to plan ahead—explore care options, costs, insurance strategies, and steps to protect your future and your family.

In this episode of “Investment Management Foundations,” Aya Yoshioka, Portfolio Consulting Director at Wealth Enhancement, discusses how gold can be used as part of your portfolio.

In this webinar that originally aired on November 14, 2024, Wealth Enhancement Tax Director Angelica Gumabon discusses some high-level tax strategies to consider as we approach the end of the year, including:

For the period October 1 – October 31, 2024. Executive Summary Global equity and fixed income markets retreated in October, reflecting the uncertainty of policy implications leading up to the U.S. election. Now knowing the outcome, as we enter a historically strong season for equity markets, we note that seasonality has been even stronger in past election years, which bodes well for investors.

Every year, the IRS announces adjustments to tax brackets to account for inflation. Given the blazing rates of inflation in 2021, 2022, and 2023, many taxpayers may have become accustomed to significant bracket adjustments. However, with inflation cooling during 2024, the newly announced adjustments are smaller than those of recent years.

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.

Explore the legal nuances of inheritance, probate, and estate planning. Learn how to protect your legacy and minimize complications with trust services guidance.

Explore the Small Cap premium with Gary Quinzel in this Investment Management Foundations episode. Learn why Small Cap stocks have underperformed and what it means for investors.

Are you a retiree or nearing retirement? Learn why involving your adult children in financial and estate planning is crucial for protecting your legacy, avoiding future stress, and ensuring your wishes are honored.

Learn how incentive stock options (ISOs) work, their tax advantages, and how they compare to non-qualified stock options (NSOs). Discover key strategies, potential pitfalls, and how to maximize your equity compensation.