Wealth Enhancement

This Women’s History Month, we are proud to spotlight the @WealthEnhance Women’s Employee Resource Group (ERG), a community built to foster connection, growth, mentorship, and allyship across the firm. The Women’s ERG is dedicated to: • Creating meaningful professional development opportunities • Building a strong network of allies • Providing mentorship to emerging leaders • Championing a culture of belonging From internal panels and leadership cohorts to driving the highest donor participation in our Charitable Matching Challenge benefiting Girls Inc., and engaging in national programming like Harvard Business Review’s Women at Work, this group continues to turn conversation into action. We are proud to celebrate the impact of this incredible community at our firm.

Smaller purchases may seem minor, but they can accumulate and undermine your savings and long‑term financial plans. Lynne Celia, Financial Advisor, recently spoke to Alisa Wolfson of @MarketWatch about the importance of being intentional with smaller purchases and understanding how they fit into your overall financial priorities. Read the full article here: marketwatch.com/picks/are-unde…

Today we are thrilled to spotlight a member of our @WealthEnhance leadership team, Michelle Brownstein, Chief New Client Development Officer. Michelle reflected on a valuable piece of career advice she received and how it has benefited her throughout her career. “My father taught me very early on that you don’t get what you don’t ask for. This was great advice in a sales-oriented career as I learned to ask for the business, but beyond that it’s also helped me to advocate for myself and my team in a professional and supportive way. I believe that pushing myself to the next level comes from this and I’ve seen time and again that if I don’t express what I want clearly to others they may never realize (and therefore couldn’t support) my ambitions!” #WomensHistoryMonth #WomenofWealthEnhancement

@WealthEnhance is proud to announce that we will match the federal government’s $1,000 contribution to eligible child investment accounts for our employees with children born January 1, 2025 – December 31, 2028. We believe in the power of long-term investing and know that starting early matters. This initiative reflects our ongoing commitment to supporting families, promoting financial wellness, and investing in the next generation. Read more here: wealthenhancement.com/newsroom/wealt… #FinancialWellness #WealthManagement #EmployeeBenefits

This information is not intended as a recommendation. The opinions are subject to change at any time and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including possible loss of principal.

This week on7️⃣ Market Movers, Doug Huber, Deputy Chief Investment Officer, discusses: ➡️how the Iranian conflict is impacting the markets ➡️the latest updates on crude oil prices ➡️redemptions in private credit markets Watch here: youtube.com/watch?v=V6vFGH…

There are two opportunities to watch Ayako Yoshioka, CFA, Senior Investment Strategist, share her latest market insights today. Aya will join @technology at 11:00 a.m. ET and @YahooFinance Market Domination in the 3:00 p.m. ET hour. Be sure to tune in to Aya’s appearances today!

This information is not intended as a recommendation. The opinions are subject to change at any time, and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including possible loss of principal.

The month of March opened under the shadow of escalating tensions following the U.S. strikes on Iran. While Iran is a small slice of global GDP (<1%), its geography looms large: About 20% of the world’s daily oil and liquefied natural gas shipments move through the Strait of Hormuz, a bottleneck that often jolts markets when risks arise. Read our latest Monthly Market Radar for additional insights: wealthenhancement.com/blog/monthly-m…

Next up in our Women of @WealthEnhance spotlight series is Allison Tully, Senior Portfolio Consultant. Allison shared how her upbringing shaped her passion for financial services and what continues to drive her in the industry. “I was drawn to financial services because I saw early on how much financial stress can shape a family’s experience, even when it isn’t talked about. My parents worked incredibly hard to give my siblings and me opportunities, and as I got older, I began to understand the sacrifices behind that. At the same time, my Grandpa invested wisely and loved teaching me about the markets. Sitting with him as he walked through the stock pages of the Wall Street Journal showed me how empowering financial knowledge can be. Those two perspectives, the weight of financial uncertainty and the confidence that comes from understanding and taking control of your finances, inspired me to pursue this career. What keeps me motivated today is helping others find that same clarity and stability, so they can focus on living the life they want instead of worrying about what’s next.” Allison shared a photo from her childhood with her brother, cousins, and Grandpa Dave. #WomensHistoryMonth #WomenofWealthEnhancement

Tax planning advisors can help clients minimize their liability, navigate complex tax rules, and integrate tax-efficient strategies into their financial planning. Michelle Guissinger, Senior Vice President, Financial Advisor, recently shared her insights on the importance of tax planning advice with @WSJ Buy Side. “There's really not a decision you can make in your financial plan or your investment management that doesn't have some tax implication." Read the full article here: wsj.com/buyside/person…

This March, we’re celebrating Women’s History Month by highlighting some of the inspiring women of @WealthEnhance. Throughout the month, we’ll be sharing their stories, from their experiences in the industry to their career advice and the ways they support and advocate for other women within the firm and in their communities. Our first spotlight is Stephanie Ford, Senior Vice President, Financial Advisor in our Tucson office. When asked what inspired her to pursue a career in financial services, Stephanie reflected, “I began my career in banking more than 20 years ago, but I quickly realized I was meant to do more than sell products. I wanted to truly help people. Transitioning into financial planning allowed me to build lasting relationships and guide clients toward clarity and confidence in their financial lives. I’m especially passionate about empowering women to take control of their financial futures. I love what I do, and I love the people I get to serve. That’s what keeps me in this industry every day.” #WomensHistoryMonth #WomenofWealthEnhancement

This information is not intended as a recommendation. The opinions are subject to change at any time and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including possible loss of principal.

In this week's7️⃣Market Movers, Gary Quinzel, CFA, CFP, Vice President of Portfolio Consulting, focuses on: ➡️the market reaction to what is happening in Iran ➡️the recent surge in oil prices and potential inflationary impact ➡️equities resilience over the past week: crude oil futures are up around 20% and the VIX index, which measures volatility, is also up Watch here: youtube.com/watch?v=I5sP4q…

Have you read our 2025 Community Involvement Report? The report highlights our FinGroup Team in Houston partnering with the @FarisFoundation, an organization whose mission is to bring brighter days and better treatments to children with cancer. The team decorated care boxes filled with gifts and wrote personal messages of encouragement for children undergoing treatment. Check out out the full report to see how @WealthEnhance engages in and supports meaningful community-focused efforts: wealthenhancement.com/sites/default/… #CommunityInvolvement #CommunityService

At @WealthEnhance, we invest in leadership. Our Leadership Accelerator Program is an intensive leadership development program which helps advisor team leads and founders prepare for the next generation of leadership. The program covers a variety of topics, including effective delegation, motivation, and accountability. We are proud of this cohort who recently completed their capstone and look forward to continuing to develop leaders who raise the standard and drive growth.

Awarded 2/14/26 for the ranking year 2026.

Congratulations to Tammy Mogilski, CLU®, ChFC®, CFP®, Senior Vice President and Financial Advisor, on being named to Women We Admire's 2026 list of the Top 50 Women Leaders in Finance. This award recognizes the top women leaders in finance who demonstrate precision, adaptability, and strategic vision in their industry. Learn more about Tammy's recognition here: wealthenhancement.com/newsroom/tammy…

This information is not intended as a recommendation. The opinions are subject to change at any time and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including possible loss of principal.

Are you considering ways to save for your child's future? A custodial Roth IRA is a type of individual retirement account that a parent or another custodian manages on their child’s behalf. Devone McLeod, CFP®, Senior Vice President, Financial Advisor, outlines how these accounts work, their key benefits, and who they might be right for. Read the blog post here: wealthenhancement.com/blog/custodial…