Wealth Planning Quarterly

Most asset classes returned attractive performance in the first quarter of 2017. 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

In the world of investments, a bumpy and unpredictable ride can await those with concentrated and undiversified portfolios and investors who constantly tinker with their asset allocation. Of course, everyone feels in control when recent market performance has been positive….... Read More

For many, the inauguration of a new President has sparked a renewed interest in government, politics, and making a difference. Did you know that you can make a tax-deductible gift to pay down the federal debt and earmark it for a specific federal... Read More