Financial Planning Blog

09 SepStock Market Performance: A Case for Diversified Portfolios


If you have been paying attention, you know how much we believe in equity markets. Our clients who have a long…

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09 SepSummer 2019 Newsletter


Hot off the press! See what’s new at Financial Plan this quarter. Summer 2019 Newsletter

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Elder Abuse Prevention

29 AugCircle the Wagons


Shoring up our financial defenses before we can’t remember where we put da fences I am a pretty laid-back person, but…

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29 MaySpring 2019 Newsletter


Check out what’s new with us this Spring and help welcome our newest employee! Spring 2019 Newsletter

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17 AprIs the Inverted Yield Curve Reason to Worry?


If you’ve been paying attention to investment news, you might be aware of the recent consternation that the “yield curve” in…

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27 MarGetting to the Point of a Point


Recently, I ran across this article from Dimensional Fund Advisors. It contains insight into the difference between a price-weighted index like…

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08 MarLet the Dogs Bark


The term “expected return” is in wide use among financial planners. To the layman it carries misleading connotations: most assume that…

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08 MarWinter 2019 Newsletter


All the latest and greatest from FP Inc. is here in our Winter 2019 Newsletter.

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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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05 DecFall 2018 Newsletter


The Financial Plan newsletter for Fall 2018 is now available here: Fall 2018 Newsletter

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26 NovWhy a second home merits a second thought


Picture this: you take a trip somewhere great and have an absolutely wonderful experience. You love everything about this place: the…

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15 OctThe Nature of American Tariffs


With all the buzz surrounding the recent increase in U.S. tariffs, a discussion regarding the nature of tariffs is timely. We…

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01 OctIrrational Expectations (and 3 things you can do to guard against them)


Expectations are powerful things. They involuntarily override our logic and amplify our emotional response to events based on how those events…

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