The fourth quarter of 2021 was another great one for stocks, with large cap US stocks rising a whopping 11%; for the full year, this asset returned almost 29%. REITs were the biggest winner, returning 15% for the quarter and over 40% for... Read More
Wealth Planning Quarterly
What Does It Mean to Reach the Top of the Stock Market?
Investors are often conflicted about record-high stock prices. They are pleased to see their existing equity holdings gain in value but apprehensive that higher prices somehow foreshadow a dramatic downturn. And they may be reluctant to make new purchases since the traditional “buy... Read More
Financial Planning Tip
Building Credit for Teens and Young Adults
If you have children, it’s not too early for them to learn how to build and maintain good credit. And you can help.... Read More
