Our Thoughts


  • May/June 2019 - So, you've graduated...now what? Congratulations to the Class of 2019!  You've just graduated from medical school or a physicians' assistant pogram, or finished up your residency.  Read More

  • January/February 2019 - Managing Long-Term Disability Risk: Part Three   Governmnet benefits, like Social Security and worker's compensation, may provdie basic benefits if you suffer long-term disability. Read More

  • 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.

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  • Third Quarter 2019: During the second quarter, stocks climbed to new highs and bonds strengthened as Fed Chairman Jerome Powell signaled that the days of easy money are not over. Read More.

  • Second Quarter 2019: at its January 30th meeting, the Federal Reserve Bank decided to "pause" in its journey toward normalized interest rates.  Read More.

  • 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..

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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