• Written by James Twining
• Categorised Newsletters

Many years ago when I was just beginning my budding career,  an older and wiser financial advisor told me that “the…

• Written by W. Devin Wolf, CFP®
• Categorised Uncategorized

Click on any of the following steps for a closer look. Additional exhibit information and important disclosures. Past performance is no…

• Written by W. Devin Wolf, CFP®
• Categorised Uncategorized

Interesting article from Bloomberg “The Hugely Profitable, Wholly Legal Way to Game the Stock Market” Our clients know this as the…

• Written by W. Devin Wolf, CFP®
• Categorised Articles

These days, socially responsible investing, or SRI for short, is a popular practice among investors who consider themselves socially conscious, and…

• Written by James Twining
• Categorised Articles

The common perception among the investing public is that all of the professionals who help clients manage their money are “financial…

• Written by James Twining
• Categorised Newsletters

In February, my youngest son Gabriel graduated from Saybrook University in Seattle with a Master’s Degree in Industrial Psychology with a…

• Written by Nathan Twining
• Categorised Articles

As a newcomer to financial planning, entering the world of investing without some basic principles to follow can feel a lot…

• Written by W. Devin Wolf, CFP®
• Categorised Articles

(Note: all screenshots in this post are from our 2015 Numbers Unlimited financial planning worksheet, which you can access here.) With…

• Written by W. Devin Wolf, CFP®
• Categorised Articles

If you have ever had any sort of retirement plan with your employer, you have probably at least heard the term…

• Written by W. Devin Wolf, CFP®
• Categorised Articles

Saving for retirement as a self-employed individual can be difficult. Without an employer setting up and contributing to a 401(k) or…

• Written by James Twining
• Categorised Articles

For any business relationship to work, the value gained for both parties must exceed the cost. The calculation for a financial…

• Written by Nathan Twining
• Categorised Newsletters

If you’ve been with us long enough, you know that we value efficient diversification on a very large scale. True diversification decreases…

• Written by W. Devin Wolf, CFP®
• Categorised Articles

By: W. Devin Wolf, CFP® Conventional wisdom encourages small business owners to form an S Corporation to reduce the amount of…

• Written by W. Devin Wolf, CFP®
• Categorised Events and Seminars

In celebration of this season and with deep appreciation of our relationship with you, we extend this invitation to an elegant…

• Written by W. Devin Wolf, CFP®
• Categorised 401(k)

By: W. Devin Wolf, CFP® It’s official: the IRS has announced the cost-of-living adjustments affecting 401(k) contribution limits for the 2015…