Financial Planning Blog

19 AprIn a Most Delightful Way Blog Series: Part 2


Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…

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12 AprIn a Most Delightful Way Blog Series: Part 1


Our Spring blog series includes excerpts and simple financial lessons from the book In A Most Delightful Way, by our founder…

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22 MarWinter 2021 Newsletter


There is a lot going on in the world of finance. See our latest newsletter here: Winter 2021 Newsletter

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05 Feb2021 Numbers Unlimited


Our much-anticipated Numbers Unlimited spreadsheet is updated and ready to be used for 2021 tax and retirement planning. All the numbers…

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GameStop

01 FebLessons from GameStop Mania


By now, most of us have heard plenty about the frenzy going on around GameStop (ticker GME), a brick-and-mortar video game…

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15 JanShould I Manage My Own Investment Portfolio? | The Abysmal Record of DIY Investor Cash Flows


If 2020 taught personal investors anything, it’s that managing your own investment portfolio is a dangerous game. The typical DIY-investor relies…

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08 JanIt’s a new year: What we know and what is to come


2020 was a roller coaster of a year with markets starting strong only to be disrupted by COVID-19, resulting in the…

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09 DecFall 2020 Newsletter


Our quarterly update for Fall 2020 Fall 2020 Newsletter

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07 DecWhat is the new ETF rule?


Every so often, something occurs that changes the way we invest, and we think it best to keep our clients informed…

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04 DecSummer Newsletter 2020


Read the summer update from FP Inc…And OH what a summer it has been! SUMMER 2020 NEWSLETTER  

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18 SepThe ETF Rule and Custom Baskets


At Financial Plan, we are analytical to a fault when evaluating investments.  We continually ask the question: “Are we populating our…

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10 AugThis time IS different


You’ve seen the declaration splashed across headlines, “This time is different!” Public perception surrounding the first half of this year and…

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16 JulNegativity Bias and the Financial Markets


Heard any bad financial news lately? Of course you have! But what if I told you the U.S. stock market recently…

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CARES Act

30 MarUnderstanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act


Late last week, the federal government passed an 883-page, $2.2T bill dubbed the CARES Act (Coronavirus Aid, Relief and Economic Security)….

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24 FebThe Impact of the Coronavirus on the Stock Market and Your Financial Portfolio


As the coronavirus continues its trek around the world, speculation about the virus’s impact on the global stock market has been…

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