Financial Planning Blog

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13 SepInformation About the 2017 Equifax Security Breach


To our valued clients: In light of the recent news regarding a large scale Equifax security breach, we wanted to provide…

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economic growth spring 2017

25 AprSpring 2017 – Is Economic Growth a Reliable Indicator of Future Equity Returns?


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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Financial Planning Inc Online Sites

31 JanOnline Sites at Financial Plan, Inc. – Winter 2017


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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07 OctPlease Welcome The Newest Addition To Our Company: Justin Gross


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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05 AugTrailing by One Point. No Time on the Clock. Two Free Throws. – Summer 2016


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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19 MayStock Market Performance and the Weather – Winter 2016


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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negative interest rates chart

16 MayNegative Interest Rates: Coming to a Bank Near You?


In recent months, several of the world’s central banks have conducted a highly risky experiment with negative interest rates.   For example,…

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21 JanHow to Survive a Bear (Market) Attack


If you are going to invest in the stock market for any meaningful amount of time, you will at some point…

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solar bonds

03 DecAre Solar Bonds A Good Investment?


If you’ve browsed the web recently and have a habit of reading up on finance, there’s a good chance you’ve seen…

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03 NovWithdrawal Rates – Autumn 2015


In the latest edition of The Plan, Jamie mentioned the 4% rule of thumb for withdrawal rates. To delve a bit…

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