Wealth Planning Quarterly

The asset class winner for the quarter ending June 30 was international small cap, with a return of 8.1%. 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... Read More

There has been much speculation in the press about why volatility has been low, how this is related to the real economy and global events, and what it might mean for future returns. However, these are just stories... Read More

The IRS gives three answers, depending upon time and how confident you are that your returns are complete... Read More