In: Uncategorized

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 experiment with negative interest rates.   For example,…

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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?


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)

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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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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business man walking

14 Jul10 Steps For a Better Investment Experience


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)

Click on any of the following steps for a closer look. Additional exhibit information and important disclosures.

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writing constititional document

07 JulReconstitution Effect


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)

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

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29 SepFinancial Plan, Inc. Moves to Barkley Village


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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