Financial Planning Blog

hiking down a trail

05 Jan2018 Financial [Dissolutions] Resolutions


Here we are again: That time of year we ramp up to make some real changes in our life. Fresh start,…

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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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basketball player

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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rain on umbrella

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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Mother bear and babies

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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financial times newspaper

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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savings rates

22 JulSavings Rates – Summer 2015


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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