Wealth Enhancement

07/16/2026

We are excited to announce our partnership with Trippon Wealth Management Group and its associated tax practice, J.M. Trippon & Company PC CPAs in Houston, Texas. The team of four advisors, eight tax professionals, and eight support staff is led by Jim Trippon, CPA Founder and President, and manages more than $299 million in client assets.

Jeffrey Dekko, Chief Executive Officer of Wealth Enhancement, said, “Taxes can have a significant impact on a family’s long-term financial picture, but too often they’re addressed separately from the rest of a client’s financial plan. James Trippon and his team have built a practice that brings those conversations together, helping clients make more informed decisions. That’s the kind of comprehensive advice we want to continue building at Wealth Enhancement, and we’re excited to welcome a team that shares that approach.”

View the full press release here: https://www.wealthenhancement.com/newsroom/wealth-enhancement-announces-acquisition-trippon-wealth-management-group-and-associated

07/14/2026

We are excited to announce our partnership with WealthShield Partners, led by Robert Leggett, and its affiliated wealth management practice, Madison Oaks Wealth Partners, led by Scott Lord. Together, these Raleigh-based organizations managed more than $993 million in client assets.

Jeffrey Dekko, Chief Executive Officer of Wealth Enhancement, said, "Robert and Scott have built practices rooted in lasting client relationships, helping people navigate life's biggest financial decisions along the way. That kind of trust takes years to earn, and it's something we work hard to protect. We're excited to welcome their teams to Wealth Enhancement so their clients can continue receiving the tailored guidance they value, with the added strength and resources of our broader firm."

View the full press release here: https://www.wealthenhancement.com/newsroom/wealth-enhancement-announces-acquisition-wealthshield-partners-and-madison-oaks-wealth

07/10/2026

There are many options when it comes to investing. Exchange-traded funds (ETFs) and mutual funds are popular investment vehicles that can simplify investing by offering professionally managed portfolios of securities or bonds.

Steve Hess, CFP®, Senior Vice President, Financial Advisor, breaks down the key similarities and differences between ETFs and mutual funds to help you determine which option may be the best fit for your needs. Dive into Steve's insights here: https://www.wealthenhancement.com/blog/etfs-vs-mutual-funds-which-is-right-for-you?ecid=W24AWRGENAWRcxr

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.

07/09/2026

The S&P took a modest step back in June after another run toward record highs, but strength underneath the surface shifted toward small-cap and value-oriented companies.

Read our latest Monthly Market Radar for a closer look at market performance in June and the trends currently shaping the investment landscape: https://www.wealthenhancement.com/blog/monthly-market-radar-tech-vs-world?ecid=W24AWRGENAWRcxr

07/08/2026

It can be hard to divest yourself of shares in a company that has helped you build substantial wealth.

In a recent Kiplinger byline, Austin Krewson, CFP®, BFA™, Financial Advisor, covers how to gradually reduce your risk and diversify without abandoning your industry. Read the full article here: https://www.kiplinger.com/investing/stocks/concentrated-company-stock-strategies

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.

It can be hard to divest yourself of shares in a company that has helped you build substantial wealth. Here's how to gradually reduce your risk and diversify.

07/07/2026

This spring, Wealth Enhancement colleagues came together for our annual Fitness Challenge. Over six weeks, participants logged more than 36 million steps and burned nearly 4 million calories.

Congratulations to everyone who took part and demonstrated a commitment to building healthy habits, staying active, and supporting one another along the way.

07/06/2026

In the newest Weekly Market Movers, Doug Huber, Deputy Chief Investment Officer, discusses markets moving higher despite mixed economic data, ongoing inflation and interest rate concerns, and geopolitical uncertainty. As earnings season begins, investors remain focused on growth expectations and AI spending.

Watch Doug's recap here: https://www.youtube.com/watch?v=fm917ShKVOI

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.

week on Weekl...

07/03/2026

This Fourth of July, we reflect on the values of freedom, independence, and opportunity. Our offices are closed today in observance of the holiday. Wishing you a safe and enjoyable holiday weekend.

07/02/2026

We are pleased to share that we will partner with the Kaminsky-Silverman Group of Shufro Rose in New York, New York. The team of two advisors and two support staff is led by Tonia L. Kaminsky, Principal & Senior Financial Advisor, and Barbara Silverman, Senior Financial Advisor, and manages over $554 million in client assets.

Jeff Dekko, Chief Executive Officer, said, "Tonia and Barbara have built a thoughtful practice grounded in personal relationships and trusted advice. Their commitment to serving women through complex life transitions, while also helping individuals and families achieve their financial goals, brings valuable experience to our advisor community. We're excited to welcome them to Wealth Enhancement."

Access the full press release here: https://www.wealthenhancement.com/newsroom/wealth-enhancement-acquire-kaminsky-silverman-group-shufro-rose-over-554-million-client?ecid=W24AWRGENAWRcxr

07/01/2026

Ayako Yoshioka, CFA, Director, Senior Investment Strategist, will join CNBC Overtime at 4:15 p.m. ET today to discuss the latest developments in the healthcare and industrials sectors. Be sure to tune in for Aya’s market insights.