Wealth Planning Quarterly

Stocks shrugged off numerous worries to log a very good year in 2012. The riskiest areas were the most profitable. Europe gained over 21% in 2012. Emerging-markets stocks earned 19%. In the U.S., small-cap value stocks earned 18%.... Read More

Judging by the headlines in the financial press, retail investors spent much of the past year anxiously awaiting one calamity after another that failed to occur. The plunge off the so-called fiscal cliff was averted. The euro zone did not fall apart. China’s... Read More

The arrival of 2013 brings new tax rules. If you have AGI above $250,000 ($200,000 for singles) you're among the wealthiest Americans, and these items will likely affect you: a 3.8% surtax on net investment income; a 0.9% surtax on earned income; for... Read More