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Laura Mattia, Ph.D., MBA, CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement was featured by U.S. News & World Report in an article titled, “Deciding Between a Roth vs. Traditional IRA.” Access the full article authored by Kate Stalter here: money.usnews.com/money/retireme…

Watch as Gary Quinzel, CFA, CFP, Vice President for Portfolio Consulting, focuses in on economic growth, fiscal and monetary policy, #interestrates, and #inflation to explain what’s going on in the #markets this week. youtube.com/watch?v=MSoQDe…

Most people understand the value of maintaining a long-term outlook when it comes to their #investment strategy. Amid ongoing market swings, however, it can feel difficult to stay the course. Despite the uncertainty, it’s important to remain focused on the big picture to help

Brian Regan, CFA, MBA, Senior Portfolio Manager at Wealth Enhancement contributed an article to TheStreet titled, “Navigating Trump's Economic Waves: A Portfolio Strategy for Investors.” Understand the impact of the Trump administration's policies on the global economy and

Catch Nicole Webb, Senior Vice President and Financial Advisor at Wealth Enhancement, on CNBC Closing Bell: Overtime today at 4:00 PM ET!

In the #investment world, one of the biggest things the media gets wrong is the concept of “volatility”—specifically, how you should feel about it. The media would have you believe #marketvolatility is something to fear, but that’s not always the case. In fact, the opposite is

On this week’s episode of “7 Market Movers,” Gary Quinzel, CFA, CFP, Vice President of Portfolio Consulting at Wealth Enhancement, discusses the resurging equity market after the #tariff headlines caused increased volatility. While the S&P 500 is closing back in on the all-time

Bob Welch, Senior Vice President and Financial Advisor at Wealth Enhancement was featured by U.S. News & World Report in an article titled, “How to Build a Balanced Retirement Portfolio.” "In a balanced #portfolio, there is a place for every asset class. It simply comes down to what the investor is

The value of working with a #financialadvisor becomes especially clear during moments of #marketvolatility. When the markets go for a roller coaster ride, it can be difficult to ignore the constant stream of panic-inducing headlines that follow. A financial advisor can provide

Paul Brahim, CFP®, CEPA®, Managing Director, Financial Advisor, and Head of Strategic Referral Programs at Wealth Enhancement was featured by Financial Planning in an article titled, “FPA President Talks Exit Planning, Priorities and AI.” "When the business owner is personally and financially