Wealth Planning Quarterly

The returns for all major asset classes we track were negative in the second quarter of 2022. The best performer was emerging markets; the benchmark fund returned -9.05%. The worst performer for the quarter was U.S. small cap blend; the benchmark fund returned... Read More

Here are three lessons to keep in mind during periods of volatility that can help you stick to your well-built plan.... Read More

Inflation is the loss of purchasing power over time, meaning that your money buys less than what it did in the past. Historically, inflation has averaged approximately 3% per year. However, we’re in an extremely high inflationary period right now—over the 12 months... Read More