In: Newsletters

the great crash 1

24 AprThe Great Crash – Spring 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)

Harry S. Dent Jr – Best-selling author, founder of economics research firm HS Dent, predictor of the 1980 Japanese market bubble…

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high market

09 FebThe Market Has Reached All Time Highs; Now What? – Spring 2013


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)

For quite a few years now, faith in the markets has been sorely tested. After severe bear markets, confidence in the…

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paper investments

24 JanAre Shares of Stock and Stock Mutual funds “Paper” Investments? – Winter 2014


Most investors tend to have a high level of angst regarding their stock and stock mutual fund investments. When the investing…

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innovation, Bellingham WA, ElsaCoPhoto-1829 copy

24 SepWhy We Innovate – Autumn 2013


  In mid-September, Financial Plan Inc. received the Best Practices Award for being a “top innovator” from Investment News; a fairly…

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09 JunAn Investor’s Most Fervent Wish Is A Simple Desire For Peace – Summer 2013


Recently I came across this sketch posted by best selling financial author and illustrator Carl Richards.   The message it conveys has…

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22 MayRead the Summer 2013 Newsletter


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)

Our quarterly newsletter, the Plan, has been updated for the 2013 Summer Quarter. Read more about it here.

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09 JanThe New Income, Capital Gains, and Estate Tax Environment – Winter 2013


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)

After many years of living with temporary tax brackets, we now have a more settled scheme due to the recently passed…

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09 SepWelcome Bonnie – Autumn 2012


As you know, Jennifer has flown the coop. She was swept off her feet, proposed to, and whisked away by a…

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11 JunI Survived the Transition – Spring 2012


“I SURVIVED THE TRANSITION, AND ALL I GOT WAS THIS LOUSY NEWSLETTER”! I think that would be an appropriate T shirt…

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09 JunBuy Local or Wholesale? – Summer 2012


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)

Both buying locally and wholesale have advantages: local purchases typically are associated with the benefits of better service and buying wholesale…

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