Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
I came across this article today in the Investment News written by Mebane Faber. It reinforces the futility of trying to pick individual stocks in building a portfolio. It’s an eye-opening, quick read and definitely worth a look…and I am definitely a better than average driver. David Dick, CFP®
After many years of living with temporary tax brackets, we now have a more settled scheme due to the recently passed but inaccurately named American Taxpayer Relief Act of 2012. Let’s outline the new realities: Income Taxes: For most taxpayers, the federal income tax rates for 2013 will be the same as in 2012: 10%, […]
Although there is much uncertainty regarding future tax rates, as of January 1, 2013 a number of taxes are scheduled to change. Let’s review the changes and examine which year-end tax strategies may be worthwhile to pursue. Although there is much uncertainty regarding future tax rates, as of January 1, 2013 a number of taxes […]
I was scanning the news and this headline grabbed my attention. As you can see, Research In Motion (RIM) reported that they actually lost money last quarter, but their stock price went up as a result. How can this happen? It is due to the fact that although they lost money, they lost less than […]
Both buying locally and wholesale have advantages: local purchases typically are associated with the benefits of better service and buying wholesale is typically associated with reduced costs. The good news is that at Financial Plan you get the best of both worlds. Not only do we pride ourselves on providing financial planning tailored to the […]
Despite incredibly low mortgage interest rates, real estate agents are still reporting a high percentage of all-cash home purchases. But is an all-cash home purchase always the right decision for a buyer’s overall financial needs? To help answer this question we can compare two scenarios of a hypothetical home buyer looking to purchase a $300,000 […]
Despite incredibly low mortgage interest rates, real estate agents are still reporting a high percentage of all-cash home purchases. But is an all-cash home purchase always the right decision for a buyer’s overall financial needs? To help answer this question we can compare two scenarios of a hypothetical home buyer looking to purchase a $300,000 […]
