Explore the challenges facing the traditional 60/40 investment portfolio amid rising interest rates and market volatility. Discover insights, historical context, and strategies for navigating today’s evolving financial landscape.

One of the most important challenges facing today’s business owners is how to plan strategically for both the daily demands of running a business and its long-term success. In times of rapid change, owners must navigate current economic uncertainties while laying the groundwork for a prosperous future–for yourself, your business, and your family.

This Halloween, don’t let money fears haunt you. Learn how to conquer common financial anxieties—like outliving your savings, delaying retirement, or affording college—with smart planning strategies.

The stock market continues to defy expectations. Wall Street “experts” predicted that rising rates would cause another down year. Instead, corporate earnings have proven to be resilient, the jobs market is robust, and core inflation, despite volatile gas and food prices, is generally subsiding to normal levels. And stocks have done much better than many imagined.

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed in December 2019, and its “sequel,” the SECURE Act 2.0 was passed a few years later in December 2022. While the list of changes from these two pieces of legislation could warrant a short novel, let’s take some time to dissect a related issue I have been helping next-generation clients with.

Approaching retirement? Discover essential financial steps to take in the last 5 years before retiring—from income planning and Social Security strategies to budgeting, debt management, and building cash reserves. Prepare confidently with expert guidance from Wealth Enhancement.

Editor’s Note: The below investment commentary was written prior to the attacks in Israel and therefore does not include comments on the increased geopolitical risk and market impacts. As the situation is changing rapidly, we will provide additional updates in subsequent commentaries.

Losing a parent is never easy. This guide walks you through the essential financial steps to take after a parent’s death—from securing documents and notifying institutions to understanding wills, trusts, and probate.

Watching a child graduate from college is one of the proudest moments in many parents’ lives. But before your kids put on those caps and gowns, they need to complete their education—and that can be costly.

In this video, Wealth Enhancement investment specialists detail why there’s reason to be cautiously optimistic that the Fed may still pull off a “soft landing.”