by Lucas Bucl | Jun 18, 2014 | Financial Planning, Investments
By Lucas Bucl The U.S. stock market has been on a tear. Since the beginning of 2013, the S&P 500 has risen over 31% in value (through March 31, 2014). Over the last five years, the S&P 500 has risen over 135%! These have been outstanding returns, and for...
by Stewart Koesten | Jun 6, 2014 | Financial Planning, Life Planning
By Stewart Koesten This might not seem like a subject of interest for our wealth management clients, but I assure you, between medical expenses incurred and time lost from work, the effect has quite a bit of relevancy. My dentist, a good dentist I might mention, had...
