In: Newsletters

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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03 NovWithdrawal Rates – Autumn 2015


W. Devin Wolf, CFP®

W. Devin Wolf, CFP®

Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

Latest posts by W. Devin Wolf, CFP® (see all)

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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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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20 MayWelcome Gabriel Twining – Spring 2015


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

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home bias financial planning blog usa

11 JanHome Bias – Winter 2015


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

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05 OctFinancial Plan is Moving – Autumn 2014


After 17 years in our downtown office, Financial Plan is moving to a new office location.  Beginning October 1st, 2014 our…

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business man talking

04 JulThe Not So Simple Answer – Summer 2014


W. Devin Wolf, CFP®

W. Devin Wolf, CFP®

Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

Latest posts by W. Devin Wolf, CFP® (see all)

As a Financial Plan client you often receive simple advice that is easy to follow. Your first impression might have been…

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