Blog
Keep up to date with Wealth Enhancement & Preservation's Blog, including our Market Minute, which covers the markets and trends as they unfold each week in the world of finance and wealth management.
Market Minute with Wealth E&P - 3/22/23
Armand Glassman discusses banking fears, as well as the acquisition of Signature Bank and Credit Suisse facilitated by the government.
Read MoreMarket Minute with Wealth E&P - 3/13/23
Jake Sanders updates us on the Silicon Valley Bank crisis and what it means for the markets and the economy moving forward after the Fed's actions.
Read MoreMarket Minute with Wealth E&P - 3/7/23
Darrin Cohen looks at some rules of the SECURE Act 2.0, which affects the transfer of 529 account funds into a Roth IRA after college.
Read MoreMarket Minute with Wealth E&P - 3/1/23
Jake Sanders discusses whether you should invest excess or idle cash on hand into this market right now.
Read MoreMarket Minute with Wealth E&P - 2/22/23
Darrin Cohen takes a look at IRMAA thresholds and how even $1 more in income can really cost you and affect your premiums.
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Market Minute with Wealth E&P - 2/14/23
Darrin Cohen asks an interesting question: does the performance of the stock market correlate to who wins the Super Bowl?
Read MoreMarket Minute with Wealth E&P - 2/6/23
Jake Sanders discusses why employment data came in and beat expectations by a mile, but stocks somehow still went down.
Read MoreMarket Minute with Wealth E&P - 1/31/23
Cody Moore reviews some of the main points from the Secure Act 2.0 and how that affects your retirement funds, taxes, and employee benefits.
Read MoreMarket Minute with Wealth E&P - 1/23/23
Darrin Cohen chats about the impact of emotion on market returns, as well as what the average investor tends to do all the way back to the 1920s.
Read MoreMarket Minute with Wealth E&P - 1/18/23
Darrin Cohen discusses the bond market and its performance, as well as if we should look into investing in the bond market this year.
Read MoreMarket Minute with Wealth E&P - 1/10/23
Darrin Cohen discusses some projections for 2023 and how we can talk about fixed income and bonds for the first time in a while.
Read MoreMarket Minute with Wealth E&P - 12/20/22
Jakes Sanders talks about the "Santa Claus Rally" and whether or not it's real, as well as if we should be watching it for the future of the markets.
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Compound Interest: Expert Insight from Cody Moore
Cody Moore sat down with the MoneyGeek team and discussed some questions on Compound Interest and its impact in terms of personal finances.
Read MoreMarket Minute with Wealth E&P - 12/13/22
Darrin Cohen covers Tax Loss Harvesting and the tax impact of your portfolios as we approach the end of 2022 relative to the markets.
Read MoreMarket Minute with Wealth E&P - 12/6/22
Jake Sanders discusses some year-end planning and why you should be prepared when it comes to paying taxes on your mutual fund portfolios.
Read MoreMarket Minute with Wealth E&P - 11/30/22
Darrin Cohen talks about the probability of a recession and why our team at Wealth E&P agrees with some predictions.
Read MoreMarket Minute with Wealth E&P - 11/22/22
Cody Moore reviews negative market performance and revisits 30-year mortgage rates in comparison to the Federal Funds rate.
Read MoreMarket Minute with Wealth E&P - 11/8/22
Jakes Sanders looks ahead at the state of the economy and previews what Wealth E&P anticipates will happen in the markets.
Read MoreMarket Minute with Wealth E&P - 11/1/22
Cody Moore discusses historical data from Midterm Election years and what to do in your own portfolios if you're nearing retirement.
Read MoreMarket Minute with Wealth E&P - 10/25/22
Jake Sanders reviews the City National Rochdale Economic Speedometers and where our All-Weather signal sits today at Wealth E&P.
Read MoreMarket Minute with Wealth E&P - 10/18/22
Darrin Cohen reviews the performance of the average investor versus the S&P 500 and if working with an Advisor actually provides any value.
Read MoreMarket Minute with Wealth E&P - 10/3/22
Darrin Cohen illustrates the massive importance of the 5 years leading up to and the 5 years in retirement, as well as the sequence of returns.
Read MoreMarket Minute with Wealth E&P - 9/27/22
Jake Sanders takes a look at the Fed and how the increased federal funds rate could affect the economy and all of its sectors.
Read MoreMarket Minute with Wealth E&P - 9/20/22
Darrin Cohen discusses the state of the market and our All-Weather scores for the previous year.
Read MoreMarket Minute with Wealth E&P - 9/12/22
Cody Moore reviews market performance, upcoming CPI data, and the City National Rochdale Speedometers for their economic warning signs.
Read MoreMarket Minute with Wealth E&P - 9/7/22
Darrin Cohen discusses market trends from previous economic recessions and the importance of having a bear market strategy.
Read MoreMarket Minute with Wealth E&P - 8/30/22
Darrin Cohen, CEO of Wealth E&P, talks about the real estate market and how interest rates affect home prices and demand in this new economy.
Read MoreMarket Minute with Wealth E&P - 8/23/22
Jake Sanders discusses historical data on midterm elections and how markets have performed during or following election cycles.
Read MoreMarket Minute with Wealth E&P - 8/10/22
This week, Cody Moore defines a recession and looks at economic indicators that determine if the U.S. is in a recession right now.
Read MoreMarket Minute with Wealth E&P - 8/3/22
Cody Moore discusses why the markets rallied last week and covers the less commonly known option of a Roth 401k and how it differs from an IRA.
Read MoreMarket Minute with Wealth E&P - 7/26/22
Jake Sanders talks about what the Fed is actually doing when they raise interest rates and how that will affect the bond market.
Read MoreMarket Minute with Wealth E&P - 7/19/22
Jake Sanders discusses if we are in fact in a recession right now and what data to look at in order to know how our economy is doing.
Read MoreMarket Minute with Wealth E&P - 7/12/22
Darrin Cohen discusses how despite such a low level of consumer sentiment, history suggests that the markets may improve over the year.
Read MoreMarket Minute with Wealth E&P - 6/28/22
Cody Moore discusses the Fed's comments and market reaction last week, and highlights 2 lesser-known advantages of 529 Plans.
Read MoreMarket Minute with Wealth E&P - 6/23/22
Jake Sanders discusses an option our team at Wealth E&P utilizes to help with the volatility in markets and lack of safety.
Read MoreMarket Minute with Wealth E&P - 6/14/22
Cody Moore discusses the S&P 500 entering into bear market territory and if it's a good time for you to invest based on your time horizon.
Read MoreMarket Minute with Wealth E&P - 6/8/22
Darrin Cohen discusses sequence of returns and how important this factor is if you're near or just starting retirement to protect your wealth!
Read MoreMarket Minute with Wealth E&P - 5/31/22
Darrin Cohen looks at investor sentiment and answers the question: "Is this a sign of good things to come or is this simply a bear market rally?"
Read MoreMarket Minute with Wealth E&P - 5/24/22
Darrin Cohen discusses the performance of common investments and the 60/40 split that is usually considered a less risky asset mix.
Read MoreMarket Minute with Wealth E&P - 5/17/22
Darrin Cohen discusses how bonds are down YTD almost as much as the S&P 500, and he covers some alternative fixed income strategies to consider.
Read MoreMarket Minute with Wealth E&P - 5/9/22
Darrin Cohen reviews how Economic Data and signals look in 2022 compared to past recessions, and how the Average Investor fairs in the markets.
Read MoreMarket Minute with Wealth E&P - 5/3/22
Jake Sanders discusses a few positive market signs, such as the large increase in Cash Balance for Bank of America customers.
Read MoreMarket Minute with Wealth E&P - 4/26/22
Darrin Cohen, Wealth E&P's CEO, discusses the history of Consumer Confidence and how it correlates to the stock market.
Read MoreMarket Minute with Wealth E&P - 4/19/22
Jake Sanders discusses Bond performance and why Conservative allocations are more negative year-to-date than even Moderate or Aggressive ones.
Read MoreMarket Minute with Wealth E&P - 4/11/22
Jake Sanders goes over some inflation data, looks at where interest rates may be headed in the near future, and explains how we should respond.
Read MoreMarket Minute with Wealth E&P - 4/5/22
Armand Glassman discusses the yield curve inversion, its historical data, and why it is not nearly as bad of an omen as the news has made it seem.
Read MoreMarket Minute with Wealth E&P - 3/29/22
This week, Cody Moore discusses last week's financials, the historical 30-Year Mortgage Rates, and what to expect from the market.
Read MoreMarket Minute with Wealth E&P - 3/21/22
This week, Darrin Cohen breaks down why shifting to cash during these volatile times can be a good alternative to "safe" investments.
Read MoreMarket Minute with Wealth E&P - 3/15/22
This week, Armand Glassman shows us the "Death Cross" in the S&P 500 yearly averages that may tell us what the financial markets will look like.
Read MoreMarket Minute with Wealth E&P - 3/8/22
This week, Jake Sanders discusses how the Russian and Ukrainian War is shifting the U.S. markets, and chats about our clients' portfolios.
Read MoreMarket Minute with Wealth E&P - 3/2/22
On this week's Market Minute, Jake Sanders updates us from the 2022 First Trust Economic Update event hosted in downtown Atlanta, GA.
Read MoreMarket Minute with Wealth E&P - 2/23/22
On this week's Market Minute, Darrin Cohen uses historical data to show how geopolitical conflicts have affected markets in the past.
Read MoreMarket Minute by Wealth E&P - 2/16/22
On this week's Market Minute, Cody Moore discusses our Kick-Off Report and chats about common topics for younger investors.
Read MoreMarket Minute with Wealth E&P - 2/8/22
This week, Helen "Cokie" Cox talks about the major indices, rising geopolitical risk concerns, and the 10-Year Treasury Yield affecting the economy.
Read MoreMarket Minute with Wealth E&P - 1/31/22
On this week's Market Minute, Armand Glassman discusses the state of the current market and why you need to think twice about that bond fund.
Read MoreMarket Minute with Wealth E&P - 1/24/22
On this week's Market Minute, Jake Sanders discusses the recent market downturn and the typical intra-year volatility that is seen.
Read MoreMarket Minute with Wealth E&P - 1/20/22
On this week's Market Minute, Darrin Cohen (Wealth E&P's CEO) discusses the Top 10 Geopolitical Risks to the Global Economy in 2022.
Read MoreMarket Minute with Wealth E&P - 1/11/22
On this week's Market Minute, Jake Sanders discusses the start of the 2022 markets and how the 3 major indices took a dip, and what this means for your portfolios.
Read MoreMarket Minute with Wealth E&P - 1/4/22
On this week's Market Minute, Darrin Cohen covers 2021's financial market performance and what is on deck for 2022.
Read MoreMarket Minute with Wealth E&P - 12/20/21
On this week's Market Minute, Helen "Cokie" Cox discusses what happened in the markets this past week and how we manage our portfolios.
Read MoreMarket Minute with Wealth E&P - 12/13/21
On this week's Market Minute, Armand Glassman reviews this week's market performance as well as this past year's success, and looks at other factors like interest rates.
Read MoreMarket Minute with Wealth E&P - 12/6/21
On this week's Market Minute, Darrin Cohen goes over last week's market performance and also discusses the pros and cons of investing in I-Bonds.
Read MoreMarket Minute with Wealth E&P - 11/29/21
On this week's Market Minute, Jake Sanders takes a look at last week's performance and gives a sneak peek of Wealth E&P's Annual Investment Summit.
Read MoreMarket Minute with Wealth E&P - 11/22/21
On this week's Market Minute, Darrin Cohen discusses inflation and how we've seen the stock market returns at this 6% level.
Read MoreMarket Minute with Wealth E&P - 11/16/21
On this week's Market Minute, Jake Sanders discusses President Biden's Infrastructure Bill and how it could affect your portfolios and the economy.
Read MoreMarket Minute with Wealth E&P - 11/8/21
On this week's Market Minute, Darrin Cohen discusses inflation (the silent killer) and how he projects the markets to move in the next few years.
Read MoreMarket Minute with Wealth E&P - 11/02/21
On this week's Market Minute, Helen "Cokie" Cox discusses last week's market performance and how Wealth E&P clients benefit from those gains.
Read MoreMarket Minute with Wealth E&P - 10/25/21
On this week's Market Minute, Jake Sanders is describing a common situation many people face when saving for retirement, as well as sharing how Wealth E&P can help.
Read MoreMarket Minute with Wealth E&P - 10/18/21
On this week's Market Minute, Darrin Cohen is discussing Wealth E&P's strategic models for managing wealth and reviewing last week's performance in the markets.
Read MoreMarket Minute with Wealth E&P - 10/12/21
On this week's Market Minute, Armand Glassman discusses some important changes to Required Minimum Distributions (RMDs) and what that could mean for your finances.
Read MoreMarket Minute with Wealth E&P - 10/4/21
Wealth E&P's CEO & Founder, Darrin Cohen, discusses market corrections and inter-year market fluctuations for this week's Market Minute.
Read MoreMarket Minute with Wealth E&P - 9/27/21
On this week's Market Minute, Armand Glassman focuses on some of the common life events and decisions that Wealth E&P's clients often need financial advice or help with.
Read MoreMarket Minute with Wealth E&P - 9/20/21
On this week's Market Minute, Helen "Cokie" Cox is covering Wealth E&P's unique Risk Analysis System and our Custom Risk Portfolios.
Read MoreMarket Minute with Wealth E&P - 9/13/21
On this week's Market Minute, Armand Glassman explains how Wealth E&P quantifies one of the components that make up our All-Weather Signal Matrix.
Read MoreMarket Minute with Wealth E&P - 9/7/21
This week, Cody Moore (Wealth Advisor) illustrates our Sailing & Rowing Investment Philosophy and last week's market performance.
Read MoreMarket Minute with Wealth E&P - 8/30/21
On this week's Market Minute, Jake Sanders gives us an update on the markets and how the Wealth E&P team is getting together to see how we can best serve you as a firm.
Read MoreMarket Minute with Wealth E&P - 8/23/21
On this week's Market Minute, Jake Sanders is describing how Wealth E&P’s DSI portfolio is a fantastic alternative to money market, savings accounts, or bond funds.
Read MoreMarket Minute with Wealth E&P - 8/16/21
On this week's Market Minute, we're describing the impact of increases to 30-year Treasury bonds on bond funds and Wealth E&P’s DSI Portfolio.
Read MoreMarket Minute with Wealth E&P - 8/9/21
On this week's Market Minute, Joseph Thompson, CPA is describing the earnings reports for Q2 and the impact on the market with Wealth E&P.
Read MoreMarket Minute with Wealth E&P - 8/2/21
On this week's Market Minute, we are taking a look at Wealth E&P's Bear Market strategy with one of our key indicators.
Read MoreMarket Minute with Wealth E&P - 7/26/21
On this week's Market Minute, we are taking a look at the market's wild ride last week. We're also revisiting one of our Wealth E&P indicators.
Read MoreMarket Minute with Wealth E&P - 7/19/21
On this week's Market Minute, Wealth E&P takes a look at market corrections over the years, from 1980 to 2021.
Read MoreMarket Minute with Wealth E&P - 7/12/21
On this week's Market Minute, Wealth E&P takes a look at why today's inflated market is different from 2008.
Read MoreMarket Minute with Wealth E&P - 7/6/21
On this week's Market Minute, Wealth E&P's CEO is explaining how to use our financial indicators to avoid market downturns.
Read MoreMarket Minute with Wealth E&P - 6/28/21
On this week's Market Minute, we're looking at the financial market outlook for the next three to six months based on our indicators with Wealth E&P.
Read MoreMarket Minute with Wealth E&P - 6/21/21
On this week's Market Minute, we're looking at why Wealth E&P doesn’t move in line with the markets, and why that is exactly what you want when investing.
Read MoreMarket Minute with Wealth E&P - 6/14/21
On this week's Market Minute, we answer the question: "Why do so many people choose to work with Wealth E&P, when there are so many apps out there to invest with today?"
Read MoreMarket Minute with Wealth E&P - 6/7/21
On this week's Market Minute, Wealth E&P is going over the 3 major indices and why it is important to distinguish between them.
Read MoreMarket Minute with Wealth E&P - 5/24/21
On this week's Market Minute, we are reviewing how changes to the capital gains tax rates have affected the past & future markets with Wealth E&P.
Read MoreMarket Minute with Wealth E&P - 5/17/21
On this week's Market Minute, we are taking a look at some real estate numbers and the Alpharetta housing market with Wealth E&P.
Read MoreMarket Minute with Wealth E&P - 5/10/21
On this week's Market Minute, we are taking a look at Wealth E&P’s Risk Quiz and Retirement Mapping Tool.
Read MoreMarket Minute with Wealth E&P - 5/3/21
On this week's Market Minute, we are taking a look at a few strong economic indicators that point positively to the future with Wealth E&P.
Read MoreMarket Minute with Wealth E&P - 4/26/21
On this week's Market Minute, we are addressing how President Biden’s Tax Proposal affected the markets last week and how numbers potentially affect capital gains.
Read MoreMarket Minute with Wealth E&P - 4/19/21
On this week's Market Minute, we are looking at what is causing the market to be on its current trend and showing an update on our current All-Weather scoring.
Read MoreMarket Minute with Wealth E&P - 4/12/21
On this week's Market Minute, we are celebrating a great week and taking a look at Wealth E&P’s exciting Relative Strength portfolio.
Read MoreMarket Minute with Wealth E&P - 4/5/21
On this week's Market Minute, we are highlighting one of Wealth E&P’s technical indicators for economic modeling.
Read MoreMarket Minute with Wealth E&P - 3/29/21
On this week's Market Minute, we are checking out Wealth E&P’s indicators and an exciting Artificial Intelligence Tool to manage portfolios.
Read MoreMarket Minute with Wealth E&P - 3/22/21
On this week's Market Minute, we are checking out one of Wealth E&P’s favorite indicators for determining the overall health of the market.
Read MoreMarket Minute with Wealth E&P - 3/15/21
On this week's Market Minute, we are answering questions regarding the stimulus’ effect on the financial markets.
Read MoreMarket Minute with Wealth E&P - 3/8/21
On this week's Market Minute, we are covering the market volatility of last week and taking a look at what is to come in the stock market.
Read More9 Facts about Social Security
Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...
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