Wealth Enhancement

06/02/2026

A new reality: many Americans are working past age 65.

In a recent Wealth Enhancement blog, Richard J. Alphonso, JD, CPA/PFS, CGMA, M.S. (Tax), AEP(R), Senior Vice President, Financial Advisor discusses the three most common Medicare mistakes and how to avoid them. Read more here: https://www.wealthenhancement.com/blog/working-past-65-how-avoid-costly-medicare-mistakes?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.

06/02/2026

As part of our firm's annual Day of Service, the Soler-Conklin team volunteered with Second Harvest Food Bank of Orange County in Irvine, California.

The team volunteered at the Food Bank’s Distribution Center, assisting with sorting and inspecting fruits and vegetables, which are then distributed throughout the community partner network to help support those in need.

06/01/2026

In the latest edition of 7 Market Movers, Gary Quinzel, CFA, CFP, VP, Portfolio Consulting discusses what happened in the markets last week, including what drove performance, and the latest economic data and what it means for inflation, interest rates and Fed policy. He also looks ahead to the May jobs report and covers the buzz around the Space X IPO.

https://www.youtube.com/watch?v=0X4VB2Gyj8Y

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 on 7 Market Movers, Gary covers the following:• The strong market momentum, led by tech, AI, and se...

06/01/2026

The FTCA Team partnered with Ronald McDonald House Charities of the Carolinas in Greenville, South Carolina as part of Wealth Enhancement’s annual .

The team helped clean up the outdoor yard areas by pulling weeds, raking leaves, and bagging debris. The team also donated pantry supplies to help support the house and its ongoing needs.

05/29/2026

The Fulton Team volunteered with Maryland Food Bank as part of our firm’s annual Day of Service.

The Maryland Food Bank serves as a central hub for monetary, product, and food donations, helping distribute resources to local community organizations across the state, including food pantries, shelters, and soup kitchens. The team volunteered at the food bank’s main warehouse, forming boxes and packing them with donated food and products for distribution throughout the community.

05/28/2026

Our CEO, Jeff Dekko, will be speaking on a panel alongside fellow industry leaders at BNY’s INSITE 2026 Conference next week.

Jeff’s session, “Wealth Management 2030: Who Will Win in the Future of Wealth Management?”, will take place on Tuesday, June 2 at 4:00 PM MT. The discussion will explore how firms must adapt to evolving client expectations, continued industry consolidation, and emerging capabilities to stay competitive.

Attending INSITE? Be sure to stop by Jeff's panel on Tuesday.

05/28/2026

As part of our annual , the Carr-Neeley-Beard Team partnered with the City of Jacksonville Parks & Recreation Department.

The team worked to clean up two local city parks, Forestry Tower Park and Huffman Blvd Park, helping create cleaner and more welcoming spaces for the local community.

05/27/2026

The annual Wealth Enhancement Day of Service brings teams together to support organizations making a positive impact in our communities. This year, 58 teams across 21 states participated in volunteer projects as part of our 2026 Day of Service.

Follow along over the next several days as we highlight some of the wonderful organizations and community efforts our teams supported this year.

05/26/2026

With geopolitical tensions driving inflation higher, I bonds, U.S. government-backed securities designed to protect against inflation, are once again gaining attention as a place to park cash.

Laura Mattia, Ph.D., MBA, CFP®, Senior Vice President, Financial Advisor, notes that if inflation cools, yields will follow, making it important for investors to stay flexible and revisit where their cash is working hardest.

Read the full Bloomberg article here:

Investors won’t get eye-popping 9.62% returns, but today’s I bonds lock in steady, inflation-adjusted returns

05/25/2026

This Memorial Day, we honor and remember those who have made the ultimate sacrifice for our freedom. We are grateful for their service and legacy.