Financial Planning Blog
The final weeks of 2019 brought a relatively large piece of retirement legislation into law known as the “Setting Every Community…
Read MoreAs the year comes to a close, we take a look to the future and all the promise of 2020. We…
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How to Recession-Proof Your Stocks (and Financial Plan) No doubt you’ve been hearing it a lot lately: “A recession is coming!”…
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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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Shoring up our financial defenses before we can’t remember where we put da fences I am a pretty laid-back person, but…
Read MoreCheck out what’s new with us this Spring and help welcome our newest employee! Spring 2019 Newsletter
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If you’ve been paying attention to investment news, you might be aware of the recent consternation that the “yield curve” in…
Read MoreRecently, 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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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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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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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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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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