Our Thoughts


  • November/December 2018 - Managing Long-Term Disability Risk: Part Two  Since Social Security and worker's compensation may not provide sufficient benefits if you are disable . Read More.

  • September/October 2018 - Managing Long-Term Disability Risk: Part One   If you count on earned income to pay living expenses and save for the future, you need long-term disability insurance. Read More

  • July/August 2018 - Understanding the New Child Tax Credit  The Tax Cuts and Jobs Act (TCIA) greatly expands the Child Tax Credit...Read More

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  • First Quarter 2019: On October 3, 2018, the Dow Jones Industrial Average (DJIA) closed at an all-time hight of 26,828.39 ... up 8.5% from its December 31, 2017 close of 24,719.22 . Read More..

  • Fourth Quarter 2018: Although the summer months were reasonable calm, October was the most volatile October we have had in 10 years with a total of eight days closing up or down by 1% or more. Read More.

  • Third Quarter 2018: Stocks closed the second quarter flat-to-higher.  At quarter-end, the Dow stood at 24,271 (↓ 1.8%), S&P stood at 2,718(↑ 1.7%) and the NASDAQ Composite stood at 7,510 (↑ 8.8%). Read More.

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Asset Planning & Management, Inc.

422 West Riverside Ave. Suite 722
Spokane, WA 99201
Phone: 509-838-4175 or 888-864-8827
Fax: 509-838-4206
Email: info@assetplanning.com