Echo Wealth Management Receives Three Prestigious Recognitions
WealthManagement.com, RIA Edge, and Discovery Data have published their Register Investment Advisor (RIA) firm rankings based on the growth rate in assets under management (AUM). We are incredibly excited to announce that Echo Wealth Management has been recognized in three key areas:
- One of the fastest-growing firms in Minnesota
- One of the fastest-growing firms in the United States
- One of the fastest-growing women-owned firms
Financial Advice for a Second Marriage
Some things are sweeter the second time around. You’ve met the love of your life and you’re set to be married again! But there are all kinds of financial affairs, some of them complicated, that you’ll need to attend to as you enter your second marriage.
Retirement: Financial Adviser Explains Why It's a Good Time to Review Your Portfolio
Echo Wealth Management Financial Adviser Echo Huang joins Yahoo Finance Live to discuss what investors should consider when evaluating their retirement portfolios.
Video Transcript
JULIE HYMAN: It is a new month for markets, a new quarter, too. But the recent performance of major equity markets may still worry the folks among us seeking retirement anytime soon. Let's take a look at your portfolio spending patterns-- how to recognize your investing biases and oversights.
The OBBBA and Minnesota Estate Tax: What High-Net-Worth Families Should Know
The One Big Beautiful Bill (OBBBA), signed into law on July 4, 2025, introduced sweeping federal tax changes that impact estate and gift planning. While many of these updates appear favorable at first glance, Minnesota residents face unique state-level challenges that require thoughtful coordination.
“On the surface, these changes look like good news,” says Echo Huang, CFA, CFP®, CPA, founder and president of Echo Wealth Management. “But Minnesota’s estate tax rules remain restrictive, and
Volatility Provides ‘Opportunity’ at ‘More Attractive Levels,’ Financial Adviser Says
Echo Wealth Management Founder and President Echo Huang joins Yahoo Finance Live to discuss market swings, the strength of the U.S. dollar, inflation, understanding investments, volatility, and the outlook for the economy.
Video Transcript
JARED BLIKRE: Welcome back. Let's take a quick look at the markets on another down day and a down week for stocks. Looks like the Dow is down 1%, so is the NASDAQ. S&P 500 down a little bit less, just 93 basis points. The Russell 2000 by far the