By: W. Devin Wolf, CFP®

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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tax planning 101

14 AprTax Planning 101: How To Make The Most Of Your Tax Bracket

(Note: all screenshots in this post are from our 2015 Numbers Unlimited financial planning worksheet, which you can access here.) With…

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school room desk

11 MarUnderstanding IRA Transfer and Rollover Rules

If you have ever had any sort of retirement plan with your employer, you have probably at least heard the term…

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design table red chair

09 FebSecrets for Self-Employed Retirement Success

Saving for retirement as a self-employed individual can be difficult. Without an employer setting up and contributing to a 401(k) or…

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