Financial Planning Blog

22 MarBig News At Financial Plan – Winter 2012


As you can see,  our newsletter the Plan  has a new look.  But that is not all that is new.  In…

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09 FebBuying a Home: Cash vs. Finance


Despite incredibly low mortgage interest rates, real estate agents are still reporting a high percentage of all-cash home purchases. But is…

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16 DecWe are a Team – Spring 2011


As our client base has grown, so have the servicing challenges. To meet those challenges we have continued to bring on…

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16 DecThe Trouble With Forecasting – Winter 2011


At the risk of sounding like a broken record, allow me once again to admonish and warn you: forecasting the direction…

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our investment philosophy

16 DecOur Investment Philosophy – Summer 2011


Let’s be blunt: Over the past thirty years we have studied the conventional wisdom, we have put it to the test,…

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16 DecHome Bias – Autumn 2010


Recently, a client asked me this question: “How do you decide how much of my account to put into foreign stocks?”…

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16 DecThe Elements and Structure of our Financial Plans – Winter 2010


The diagram below outlines the scope of our financial planning services. The core of it is the Wealth Management Plan –…

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16 DecTo Convert, or Not To Convert: That is the Question – Spring 2010


To convert, or not to convert: that is the question: Whether ‘tis nobler in the mind to suffer The slings and…

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16 DecPlease Welcome Our Newest Advisor: Devin Wolf – Summer 2010


Not to blow our own horn too loudly, but we have managed to thrive while many other investment services firms have…

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16 DecInflation, Zimbabwe Style – Spring 2009


Zimbabwe is the first country in the 21st century to hyper-inflate their currency. The country recently had an annual inflation rate…

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