By: W. Devin Wolf, CFP®

CARES Act

30 MarUnderstanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act


Late last week, the federal government passed an 883-page, $2.2T bill dubbed the CARES Act (Coronavirus Aid, Relief and Economic Security)….

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Excel Based Financial Planning Tool Numbers Unlimited 2020

31 Jan2020 Numbers Unlimited


Our proprietary “Numbers Unlimited” provides a snapshot of the numbers you may need to reference throughout the year for your tax,…

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22 JanThe SECURE Act: Summary and Implications for Retirement Savers


The final weeks of 2019 brought a relatively large piece of retirement legislation into law known as the “Setting Every Community…

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01 NovThe Recession is Coming! The Recession is Coming!


How to Recession-Proof Your Stocks (and Financial Plan) No doubt you’ve been hearing it a lot lately: “A recession is coming!”…

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22 FebTax Reform and Filing for 2018


With tax season in full effect, many people are feeling the impact of Tax Reform 2018 for the first time. Therefore,…

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23 Jan2019 Numbers Unlimited


Our proprietary “Numbers Unlimited” provides a snapshot of the numbers you may need to reference throughout the year for your tax,…

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05 DecHow Long-Term Investment Strategies can Mitigate your Ticker Risk


What is ticker risk? Don’t bother searching the internet as this is simply a term we occasionally use to describe the…

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03 Aug6 Winning Strategies For Your Roth


You’ve read my last piece on the new tax codes and why a Roth might be a good option, decided a…

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29 JunThe Tax Code is Changing. Should your Retirement Plan?


Keep your retirement plan on track by determining if a Roth is right for you. If you have been following tax…

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The Capitol, Washington DC-min

11 Jan2018 Tax Reform Bill: How the New Tax Reform Will Affect You


Since passage of the recent tax reform bill, the Tax Cuts and Jobs Act of 2017 (TCJA), major changes have been…

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solar bonds

03 DecAre Solar Bonds A Good Investment?


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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financial times newspaper

03 NovWithdrawal Rates – Autumn 2015


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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business man walking

14 Jul10 Steps For a Better Investment Experience


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

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writing constititional document

07 JulReconstitution Effect


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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smoke stack

12 JunSocially Responsible Investments: The Good, The Bad, and The Green


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

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