By: James Twining
As emotional beings, we are susceptible to illusions and phobias. Never mind that the snake under the bed turned out to…
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We recently learned that the US economy has grown at a 2.1% annual rate since the recovery began in 2009. This…
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After inquiring with our clients, it seems that many are not particularly active in logging on to our various online sites. …
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The history of our firm and our clients has been one of success, and as a result, we have experienced a…
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The market decline of early 2016 was not anywhere near the magnitude of a bear market such as we experienced in…
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Belling-hamsters know what it is like to wait out a long winter. A down market can be like that; gloomy, day…
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In recent months, several of the world’s central banks have conducted a highly risky experimentwith negative interest rates. For example, the…
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Most insurance agents are happy to reassure you they’re selling you a great policy, but there’s no getting around the conflict…
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Dimensional Fund Advisors’ Weston Wellington offers useful perspective regarding the financial crisis in Greece. Click the link below to view…
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Many years ago when I was just beginning my budding career, an older and wiser financial advisor told me that “the…
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The common perception among the investing public is that all of the professionals who help clients manage their money are “financial…
Read MoreIn February, my youngest son Gabriel graduated from Saybrook University in Seattle with a Master’s Degree in Industrial Psychology with a…
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For any business relationship to work, the value gained for both parties must exceed the cost. The calculation for a financial…
Read MoreAfter 17 years in our downtown office, Financial Plan is moving to a new office location. Beginning October 1st, 2014…
Read MoreAfter 17 years in our downtown office, Financial Plan is moving to a new office location. Beginning October 1st, 2014 our…
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