Our Thoughts


  • Oct/Nov 2019 - 2020 Social Security & Medicare Update  If you're currently retired or disabled...Your January 2020 benefits will increase by 1.6% based on a "like" change in the Consumer Price Index (CPI-W) for the year ending September 30, 2019. Read More

  • 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

View all Financial Focus articles


  • First Quarter 2020: 2019 was a stellar year for the stock markets.  The Dow Jones Industrial Average posted a 25.3% total return. The Standard & Poor's 500 posted a 31.9% total return. Read More.

  • Fourth Quarter 2019: Thus far, 2019 has been a great year for stock investors.  As of September 30th, the S&P 500 was up 18.74% with all industry sectors participating. Read More.

  • 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.

View past market updates




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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