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.

Tuesday, February 27, 2024

Monday, February 12, 2024

Monday, February 5, 2024

Monday, January 8, 2024

Tuesday, January 2, 2024

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Monday, December 11, 2023

Monday, December 4, 2023

Monday, November 27, 2023

Tuesday, November 7, 2023

Tuesday, October 31, 2023

Monday, October 23, 2023

Tuesday, October 10, 2023

Wednesday, October 4, 2023

The Impact of Rising Treasury Yields on the Stock Market In today's ever-changing financial landscape, it's crucial to understand the intricate connections between various economic indicators and their effects on the stock market. One...

Tuesday, October 3, 2023

October 2, 2023

Thursday, September 28, 2023

Navigating the labyrinth of healthcare options can be daunting, but understanding the differences between PPO plans, High Deductible Health Plans (HDHPs), and Health Savings Accounts (HSAs) can empower you to make the best choices for...

Friday, September 15, 2023

Learn effective strategies and expert tips to combat inflation in today's economy. Discover actionable insights to protect your finances and secure a stable financial future. Introduction In a world where economic stability is...

Tuesday, May 30, 2023

Welcome to Wealth Enhancement & Preservation’s Market Minute, where we get to update you on everything that happened in the financial markets this week. My name is Darrin Cohen, and I am the CEO of Wealth E&P.May has been a very...

Wednesday, May 24, 2023

Jake Sanders discusses some hot topics in the news lately such as the debt ceiling and if that will affect the U.S. stock market.

Tuesday, May 16, 2023

Darrin Cohen looks at historical research & development GDP spending for the United States and other countries, and what that means for our economy.

Tuesday, May 9, 2023

Jake Sanders reviews the historical strength of the U.S. dollar and factors like quantitative tightening, interest rates, and foreign investment.

Wednesday, May 3, 2023

Darrin Cohen takes a look at how the bond market is historically impacted by recessions, as well as how that affects the market today.

Thursday, April 20, 2023

Cody Moore discusses Consumer Spending, what is it, how it gauges economic health, and how we use it as an indicator in the economy.

Tuesday, April 11, 2023

Jake Sanders discusses the future of the U.S. dollar and if it could lose its current status as the reserve currency of the world.

Thursday, April 6, 2023

Cody Moore looks at the City National Rochdale Speedometers to review the health of the economy and where we are headed this year.

Wednesday, March 22, 2023

Armand Glassman discusses banking fears, as well as the acquisition of Signature Bank and Credit Suisse facilitated by the government.

Saturday, March 18, 2023

Cody Moore spoke with MoneyGeek on financial planning for retirement and how you can continue to generate some income as an older adult.

Monday, March 13, 2023

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.

Tuesday, March 7, 2023

Cody Moore sat down with MoneyGeek to offer some expert tips on choosing the right credit card for your business and how to use it responsibly.

Tuesday, March 7, 2023

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.

Wednesday, March 1, 2023

Jake Sanders discusses whether you should invest excess or idle cash on hand into this market right now.

Monday, February 27, 2023

Cody Moore sat down with MoneyGeek to discuss some questions on navigating life insurance and estate planning, as well as offering some expert tips.

Wednesday, February 22, 2023

Darrin Cohen takes a look at IRMAA thresholds and how even $1 more in income can really cost you and affect your premiums.

Tuesday, February 14, 2023

Darrin Cohen asks an interesting question: does the performance of the stock market correlate to who wins the Super Bowl?

Monday, February 6, 2023

Jake Sanders discusses why employment data came in and beat expectations by a mile, but stocks somehow still went down.

Tuesday, January 31, 2023

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.

Monday, January 23, 2023

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.

Wednesday, January 18, 2023

Darrin Cohen discusses the bond market and its performance, as well as if we should look into investing in the bond market this year.

Tuesday, January 10, 2023

Darrin Cohen discusses some projections for 2023 and how we can talk about fixed income and bonds for the first time in a while.

Tuesday, December 20, 2022

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.

Thursday, December 15, 2022

Cody Moore sat down with the MoneyGeek team and discussed some questions on Compound Interest and its impact in terms of personal finances.

Tuesday, December 13, 2022

Darrin Cohen covers Tax Loss Harvesting and the tax impact of your portfolios as we approach the end of 2022 relative to the markets.

Wednesday, November 30, 2022

Darrin Cohen talks about the probability of a recession and why our team at Wealth E&P agrees with some predictions.

Tuesday, November 22, 2022

Cody Moore reviews negative market performance and revisits 30-year mortgage rates in comparison to the Federal Funds rate.

Tuesday, November 8, 2022

Jakes Sanders looks ahead at the state of the economy and previews what Wealth E&P anticipates will happen in the markets.

Tuesday, November 1, 2022

Cody Moore discusses historical data from Midterm Election years and what to do in your own portfolios if you're nearing retirement.

Tuesday, October 18, 2022

Darrin Cohen reviews the performance of the average investor versus the S&P 500 and if working with an Advisor actually provides any value.

Tuesday, September 27, 2022

Jake Sanders takes a look at the Fed and how the increased federal funds rate could affect the economy and all of its sectors.

Monday, September 12, 2022

Cody Moore reviews market performance, upcoming CPI data, and the City National Rochdale Speedometers for their economic warning signs.

Tuesday, August 30, 2022

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.

Tuesday, August 23, 2022

Jake Sanders discusses historical data on midterm elections and how markets have performed during or following election cycles.

Wednesday, August 10, 2022

This week, Cody Moore defines a recession and looks at economic indicators that determine if the U.S. is in a recession right now.

Wednesday, August 3, 2022

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.

Tuesday, July 26, 2022

Jake Sanders talks about what the Fed is actually doing when they raise interest rates and how that will affect the bond market.

Tuesday, July 19, 2022

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.

Tuesday, July 12, 2022

Darrin Cohen discusses how despite such a low level of consumer sentiment, history suggests that the markets may improve over the year.

Tuesday, June 28, 2022

Cody Moore discusses the Fed's comments and market reaction last week, and highlights 2 lesser-known advantages of 529 Plans.

Thursday, June 23, 2022

Jake Sanders discusses an option our team at Wealth E&P utilizes to help with the volatility in markets and lack of safety.

Tuesday, June 14, 2022

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.

Wednesday, June 8, 2022

Darrin Cohen discusses sequence of returns and how important this factor is if you're near or just starting retirement to protect your wealth!

Tuesday, May 31, 2022

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?"

Monday, May 9, 2022

Darrin Cohen reviews how Economic Data and signals look in 2022 compared to past recessions, and how the Average Investor fairs in the markets.

Tuesday, April 26, 2022

Darrin Cohen, Wealth E&P's CEO, discusses the history of Consumer Confidence and how it correlates to the stock market.

Monday, April 11, 2022

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.

Tuesday, April 5, 2022

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.

Tuesday, March 8, 2022

This week, Jake Sanders discusses how the Russian and Ukrainian War is shifting the U.S. markets, and chats about our clients' portfolios.

Wednesday, March 2, 2022

On this week's Market Minute, Jake Sanders updates us from the 2022 First Trust Economic Update event hosted in downtown Atlanta, GA.

Wednesday, February 16, 2022

On this week's Market Minute, Cody Moore discusses our Kick-Off Report and chats about common topics for younger investors.

Tuesday, February 8, 2022

This week, Helen "Cokie" Cox talks about the major indices, rising geopolitical risk concerns, and the 10-Year Treasury Yield affecting the economy.

Monday, January 24, 2022

On this week's Market Minute, Jake Sanders discusses the recent market downturn and the typical intra-year volatility that is seen.

Thursday, January 20, 2022

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.

Monday, April 1, 2019

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...