Wealth Planning Quarterly

Small cap investors were rewarded during the second quarter, with small caps beating large caps by 450 basis points. U.S. REITs was the top performing asset class among those we track.... Read More

Cryptocurrencies like Bitcoin are receiving intense media coverage. Do these new types of electronic money deserve a place in your portfolio?... Read More

Health savings accounts (HSAs) are triple tax-advantaged. These accounts require high deductible health plan insurance and may be offered by your employer or opened directly through a health insurance provider or bank.... Read More