By: James Twining
Most investors tend to have a high level of angst regarding their stock and stock mutual fund investments. When the investing…
Read MoreAccepting the “Best Practices Award” for Top Innovator In mid-September, Financial Plan Inc. received the Best Practices Award for being a…
Read MoreRecently 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…
Read More“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…
Read MoreAs our client base has grown, so have the servicing challenges. To meet those challenges we have continued to bring on…
Read MoreAt the risk of sounding like a broken record, allow me once again to admonish and warn you: forecasting the direction…
Read MoreLet’s be blunt: Over the past thirty years we have studied the conventional wisdom, we have put it to the test,…
Read MoreRecently, a client asked me this question: “How do you decide how much of my account to put into foreign stocks?”…
Read MoreThe diagram below outlines the scope of our financial planning services. The core of it is the Wealth Management Plan –…
Read MoreTo 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…
Read MoreZimbabwe is the first country in the 21st century to hyper-inflate their currency. The country recently had an annual inflation rate…
Read MoreIn the 18th century, it was assumed that all swans were white. No one in the civilized world had ever seen…
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