Wealth Planning Quarterly

Global markets experienced an up and down first quarter, and ended mostly positive. In the first three months of the year, we saw: Russia’s annexation of Crimea; further evidence that China’s growth is slowing amidst government efforts... Read More

Interest rates worldwide are at historic lows. With rates so low, should bond investors worry about rising rates? The truth might surprise you. Central banks in developed economies have injected extraordinary stimulus into the system since... Read More

What is a cash reserve? A reserve of cash is important to pay for ongoing expenses—such as credit card, medical, and tuition bills—and to cover large annual costs, such as property taxes. A cash reserve also provides a buffer for unexpected emergencies so... Read More