Wealth Planning Quarterly

While many investors were waiting for the inevitable rise in short-term interest rates expected when the Federal Reserve tightened its monetary policy, some investors may have missed the increase in short-term rates already underway as a result of market forces.... Read More

It’s a difficult time to be an investor. In 2015, global equity markets were up and down on a regular basis, with the S&P 500 up just 1.4%, its worst performance since 2008. Every investor should expect surprises, since we will experience a... Read More

Stock market volatility is as natural as breathing, and corrections will happen. Since investors get paid to take risk, it’s best to keep focused on your investment time horizon, which varies for each person but is always longer than 5 years.... Read More