Money decisions aren’t just about math—they’re about mindset. Learn how understanding your financial behaviors, values, and goals can lead to smarter choices and greater well-being.

In this episode of “Investment Management Foundations,” Gary Quinzel, Wealth Enhancement Vice President of Portfolio Consulting, discusses the potential benefits of including municipal bonds in investment portfolios and the features that may make them a worthwhile consideration for investors. VIDEO TRANSCRIPT BELOW

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

Rising inflation is reshaping retirement plans for millions of Americans. Discover how confidence is shifting, what retirees are doing to adapt, and strategies to secure your financial future.

June 2024 Market Recap: Strong tech and growth sector gains pushed U.S. equities near record highs, despite rising valuation concerns and concentrated market leadership. Explore key trends, AI’s impact, and what investors should watch heading into H2 2024.

Financial wellness goes beyond budgeting—it’s about building security and freedom through daily habits. Learn how to improve your financial literacy, manage debt, save for retirement, and align money with your well-being.

Discover how the Consumer Confidence Survey impacts market sentiment and economic outlook in this episode of Investment Management Foundations with Gary Quinzel.

Half of U.S. adults lack basic financial literacy. Learn how to build lifelong money skills, avoid costly mistakes, and stay financially confident through every life stage.

From rare whiskey to classic cars, alternative investments are gaining traction among ultra-high-net-worth individuals. Discover why passion assets and nontraditional holdings are reshaping portfolios.

Confused by financial advisor credentials? Learn what common designations like CFP®, CFA, AIF®, and ChFC mean—and how they impact the quality of financial advice you receive.