Wealth Planning Quarterly

In the third quarter of 2016, most major asset classes had very attractive returns. We’ve graphed the headlines over the past 12 months to world stock market performance, and then we review the performance of each of the major asset classes.... Read More

Americans will elect the next president of the United States on November 8. While the outcome is unknown, one thing is certain: There will be a steady stream of opinions from pundits and prognosticators about how the election will impact the stock market... Read More

The two major party candidates for president this year come from vastly different backgrounds and champion divergent agendas and policies. Their competing tax plans can offer an entry point into rational discussion.... Read More