Explore how new U.S. tariffs on Canada and Mexico are impacting markets, inflation, and Fed policy. Get expert insights from our Investment Management Team on economic risks, interest rate outlooks, and portfolio strategy in a volatile environment.

Discover how compound interest works, how it's calculated, and why it's essential for building long-term wealth. Use our calculator to plan smarter saving and investing strategies.

For the period November 1 – November 30, 2024.  Executive Summary  With the US presidential election in the rearview mirror, US equities climbed higher in November and bond yields declined. Risk assets continue to be supported by a positive macroeconomic backdrop, solid earnings growth, and an accommodative Fed. 

In the October Markets Monthly webinar, Roundtable™ experts Jim Cahn, Doug Huber, Gary Quinzel, and Aya Yoshioka analyze Q3 market trends, the Fed’s first rate cut, surging equities, and early insights into the 2025 election’s economic impact.

In this episode of “Investment Management Foundations,” Ayako Yoshioka, Portfolio Consulting Director at Wealth Enhancement, explains what the Fed’s interest rate cut on September 18, 2024 could mean for investors. 

For the period September 1 – September 30, 2024. Executive Summary Despite recent bouts of volatility, equity markets marched higher, ending the third quarter at all-time highs. The Fed began a recalibration of interest rates with a 50-basis point cut, as they see balanced risks to both inflation and employment.

Learn how GICS sectors respond to interest rates and the business cycle in this Investment Management Foundations episode with Senior Portfolio Manager Ayako Yoshioka.

In this episode of “Investment Management Foundations,” Gary Quinzel, Vice President of Portfolio Consulting at Wealth Enhancement, discusses the significance of monetary policy, highlighting its impact on interest rates, economic stability, and investment market behavior.

Markets pulled back sharply after weak labor data, ending a strong 2024 run. Learn what’s driving the volatility, how global equities and bonds are reacting, and why diversification remains key.

For the period June 1 – June 30, 2024. Executive Summary Positive returns in the Growth and Technology sectors helped cap off another strong quarter for the market, but they have further intensified the high concentration of market leadership. Investors appear content with modest rate cut expectations, while growth and inflation have moderated.