By: James Twining
After 17 years in our downtown office, Financial Plan is moving to a new office location. Beginning October 1st, 2014…
Read MoreAfter 17 years in our downtown office, Financial Plan is moving to a new office location. Beginning October 1st, 2014 our…
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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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Accepting the “Best Practices Award” for Top Innovator In mid-September, Financial Plan Inc. received the Best Practices Award for being a…
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Recently I came across this sketch posted by best selling financial author and illustrator Carl Richards. The message it conveys has…
Read MoreAs you know, Jennifer has flown the coop. She was swept off her feet, proposed to, and whisked away by a…
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“I SURVIVED THE TRANSITION, AND ALL I GOT WAS THIS LOUSY NEWSLETTER”! I think that would be an appropriate T shirt…
Read MoreAs you can see, our newsletter the Plan has a new look. But that is not all that is new. In…
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As our client base has grown, so have the servicing challenges. To meet those challenges we have continued to bring on…
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At the risk of sounding like a broken record, allow me once again to admonish and warn you: forecasting the direction…
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Let’s be blunt: Over the past thirty years we have studied the conventional wisdom, we have put it to the test,…
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Recently, a client asked me this question: “How do you decide how much of my account to put into foreign stocks?”…
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The diagram below outlines the scope of our financial planning services. The core of it is the Wealth Management Plan –…
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To convert, or not to convert: that is the question: Whether ‘tis nobler in the mind to suffer The slings and…
Read MoreNot to blow our own horn too loudly, but we have managed to thrive while many other investment services firms have…
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