A Wealth Plan Blog

Jun 24, 2022

Take Time to Review

2022-06-24T09:52:23-05:00June 24th, 2022|A Wealth Plan Blog|

The word ‘review” has a long list of synonyms:  analysis, audit, one-over, reconsideration, rethink, reassessment, fresh look, second look.  Webster’s dictionary defines “review” as “a formal assessment or examination of something with the [...]

Feb 23, 2022

Volatility and Risk

2022-02-24T16:35:32-05:00February 23rd, 2022|A Wealth Plan Blog|

We understand that big market swings make investors nervous.  We have received several questions about the current condition of the stock market and market volatility in particular.  To answer those questions, we like [...]

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