• Written by James Twining
• Categorised Newsletters

Recently I came across this sketch posted by best selling financial author and illustrator Carl Richards.   The message it conveys has…

• Written by W. Devin Wolf, CFP®
• Categorised Articles

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

• Written by W. Devin Wolf, CFP®
• Categorised Uncategorized

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

• Written by W. Devin Wolf, CFP®
• Categorised Newsletters

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

• Written by W. Devin Wolf, CFP®
• Categorised Uncategorized

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

• Written by W. Devin Wolf, CFP®
• Categorised Newsletters

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

• Written by W. Devin Wolf, CFP®
• Categorised Uncategorized

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

• Written by W. Devin Wolf, CFP®
• Categorised Uncategorized

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

• Written by James Twining
• Categorised Newsletters

As you know, Jennifer has flown the coop. She was swept off her feet, proposed to, and whisked away by a…

• Written by James Twining
• Categorised Newsletters

“I SURVIVED THE TRANSITION, AND ALL I GOT WAS THIS LOUSY NEWSLETTER”! I think that would be an appropriate T shirt…

• Written by W. Devin Wolf, CFP®
• Categorised Newsletters

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

• Written by James Twining
• Categorised Newsletters

As you can see,  our newsletter the Plan  has a new look.  But that is not all that is new.  In…

• Written by W. Devin Wolf, CFP®
• Categorised Articles

Despite incredibly low mortgage interest rates, real estate agents are still reporting a high percentage of all-cash home purchases. But is…

• Written by James Twining
• Categorised Newsletters

As our client base has grown, so have the servicing challenges. To meet those challenges we have continued to bring on…

• Written by James Twining
• Categorised Newsletters

At the risk of sounding like a broken record, allow me once again to admonish and warn you: forecasting the direction…