In this short video, members of Wealth Enhancement’s Investment Management team share economic highlights, market updates, and possible reasons for the increase in volatility.

Discover why more retirees are choosing Northern Minnesota over Florida. From strong family ties and top-tier healthcare to outdoor recreation and peaceful living, explore 7 compelling reasons to retire in the Land of 10,000 Lakes.

In this episode of “Investment Management Foundations,” Ayako Yoshioka, Senior Portfolio Manager at Wealth Enhancement, discusses the rise of artificial intelligence (AI) in the corporate sector and the impact it’s having on investment markets.

For the period July 1 – July 31, 2024. Executive Summary Volatility returned to markets as investors grappled with mixed economic data, political headlines, second-quarter earnings, and central bank policy meetings. Despite the challenges, the totality of data suggests that the U.S. economy is still expanding, as investors eagerly await the Fed’s next move.

Markets pulled back sharply after weak labor data, ending a strong 2024 run. Learn what’s driving the volatility, how global equities and bonds are reacting, and why diversification remains key.

Your 401(k) shouldn’t be an afterthought. Learn how financial advisors can help manage workplace retirement accounts as part of a holistic wealth strategy to boost long-term returns.

Learn how to spot and avoid common scams—from phone and tech support scams to identity theft. Get expert tips to protect your personal information and financial security.

In this episode of “Investment Management Foundations,” Wealth Enhancement Senior Portfolio Manager Ayako Yoshioka details the evolution of computer chips and how they, along with the CHIPS Act of 2022, impact investment markets.

Cyber scams cost Americans $10 billion in 2023—and they’re getting smarter. Learn how to protect yourself with proven strategies like MFA, phishing awareness, strong passwords, and software updates. Stay safe online.

Discover how to achieve financial independence with smart planning, disciplined saving, and intentional spending. Learn key strategies to build lasting financial freedom.