Wealth Planning Quarterly

While returns for the first quarter of 2018 were sobering, unexpectedly high 2017 returns resulted in higher-than-average returns for the 12-months ending March 31.... Read More

A video illustrates what goes on in the financial world. Voices come at us from all directions and from varying points of view, each one claiming to know when the market will peak, so you can achieve the (unattainable) market ideal of always... Read More

This post explains the wealth-creation benefits of participating in an employee stock purchase plan (ESPP). These plans are an employee benefit available at many companies that have issued publicly traded stock.... Read More