Wealth Planning Quarterly

A handful of big-picture issues dominated the investment landscape in late 2014: the plunging price of oil, positive economic indicators in the United States relative to most of the globe, and the ongoing influence of central banks.... Read More

If in January of last year you invested your portfolio based on predictions from the “experts,” you'd probably be sorry today. The Wall Street Journal conducted a survey of 48 business economists in January 2014.... Read More

Generally, you can deduct all of the interest you pay on a home mortgage, up to $1.1 million, as long as the funds were used to buy, build, or maintain your primary or second home. ... Read More