Wealth Planning Quarterly

Once again, having a long-term focus paid off. Five quarters after the market low of 2020, US small cap value was the best-performing asset class for the past 12 months with a gain of over 73%.... Read More

A few clients have asked about how climate change may affect their portfolio, and what we as advisors can do to mitigate risks. Will today’s macro global trends change how the market behaves in the future?... Read More

Interest in cryptocurrencies like Bitcoin, Ethereum, and Dogecoin has only continued to grow in recent years. All this attention has many investors wondering what, if any, place cryptocurrencies have in a diversified portfolio, or are they merely speculative investments?... Read More