Financial Planning Blog

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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 experimentwith negative interest rates.   For example, the…

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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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life insurance

22 OctShould You Buy Life Insurance From An Agent?


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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investment

11 SepUnderstanding Actual Returns vs. Average Returns


No financial planner can know what the future will bring, and none should pretend to. Markets, stock prices and ultimately return…

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santorini greece

27 JulThe Financial Crisis in Greece


Dimensional Fund Advisors’ Weston Wellington offers useful perspective regarding the financial crisis in Greece.   Click the link below to view…

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