By: W. Devin Wolf, CFP®

smart money DFA

09 AugThe Smart Money is Catching on to DFA (Dimensional Fund Advisors)


For the last ten years Financial Plan, Inc. has incorporated funds from DFA (Dimensional Fund Advisors) into our diversified investment portfolios….

Read More

09 AugDevin Wolf MO Interview – Small Business Planning


Our very own Devin Wolf was interviewed by M.O. (Modus Operandi), a website that focuses on small businesses and entrepreneurs. In…

Read More

09 JunA Step in the Right Direction – 401(k) Fees


Articles such as this one in Fortune regarding retirement plan fee disclosures are beginning to hit the mainstream media. This particular article focuses on…

Read More

08 JunGold ETF Tax Surprise


My dad told me recently that he just celebrated his “Heavy Metal” Birthday. He said it means that he has gold…

Read More

22 MayRead the Summer 2013 Newsletter


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

Read More

09 MarYou Are Not A Good Investor


I came across this article today in the Investment News written by Mebane Faber. It reinforces the futility of trying to pick individual…

Read More

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


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

Read More

09 DecYear End Tax Planning


Although there is much uncertainty regarding future tax rates, as of January 1, 2013 a number of taxes are scheduled to…

Read More

09 DecCan a Bad Company Be a Good Investment?


I was scanning the news and this headline grabbed my attention. As you can see, Research In Motion (RIM) reported that…

Read More

09 JunBuy Local or Wholesale? – Summer 2012


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

Read More