Wealth Planning Quarterly

The global pandemic has rooted itself in the stock market. Eventually the market—and the world—will completely recover, although the timing is unknown. We do know that we are in a bear market, defined as a market decline of more than 20%.... Read More

The world is watching with concern the spread of the new coronavirus. The uncertainty is being felt around the globe, and it is unsettling on a human level as well as from the perspective of how markets respond.... Read More

This $2 trillion federal economic aid package is intended to provide relief to individuals and businesses who are suffering. It contains many tax breaks, as well as opportunities for small business loans.... Read More