Planning Perspectives

Our quarterly commentary on wealth management, financial markets, and applied behavioral finance. In-depth analysis that helps clients and professionals make informed decisions to meet financial challenges.

Planning Perspectives Downloads
Planning Perspectives 2nd Q 2017 Planning Perspectives Annual Market Review 2016
2017 3rd QDOWNLOAD 2017 2nd QDOWNLOAD 2017 1st QDOWNLOAD
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2016 3rd QDOWNLOAD 2016 1st QDOWNLOAD 2015 3rd QDOWNLOAD
Link to Planning Perspectives 2015-2Q document 2015-1Q_Planning_Perspectives-Year-In-Review Link to Planning Perspectives 2014-4Q document
2015 2nd QDOWNLOAD 2015 1st QDOWNLOAD 2014 4th QDOWNLOAD
Link to Planning Perspectives 2014 3Q Pt.1 document Link to Planning Perspectives 1Q 2014 document 2014-3Q-Planning-Perspectives-Pt_1
2014 3rd QDOWNLOAD 2014 1st QDOWNLOAD 2013 3rd QDOWNLOAD