Wealth Planning Quarterly

What's next for U.S. stocks? With U.S. stocks hitting new highs, many investors wonder if the market has reached a peak, or if there is still further to go.There is an unusually wide range of possible outcomes for economic fundamentals and hence market... Read More

We humans have an astounding facility for self-deception when it comes to our money. We tend to rationalize our fears to our detriment. Below are 10 arguments many of us use to justify behavior that runs counter to our long-term best interest.... Read More

Paying taxes is often a balancing act. You want to pay just enough to avoid penalties yet avoid giving the government an interest-free loan. You can avoid underpayment penalties and interest if you pay your taxes either through quarterly estimated taxes or withholding.... Read More