High Net Worth Financial Planning: 10 Strategic Priorities for 2026

Published on March 5, 2026

January is a time to revisit financial plans, make changes, and ensure objectives are being met. This review isn’t about exposing bad financial plans, but instead finding what is outdated and revising.

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Reducing Portfolio Risk

March 5, 2026
Investing in financial markets is not for the timid. In a very recent Bond Market Commentary, the Head of Fixed Income Solutions, Nick Goetze, discussed “Preparing for the Storm.”

Wealth Enhancement Lands RIA Breakaway Team Managing $1.2B

March 5, 2026
Wealth Enhancement announced the addition of a six-advisor team that broke away from their Overland Park, Kan.-based RIA.