• Written by James Twining
• Categorised Stock Market

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

• Written by James Twining
• Categorised Articles, Stock Market

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

• Written by Stephanie Wolf
• Categorised Newsletters

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

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

With tax season in full effect, many people are feeling the impact of Tax Reform 2018 for the first time. Therefore,…

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

Our proprietary “Numbers Unlimited” provides a snapshot of the numbers you may need to reference throughout the year for your tax,…

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

What is ticker risk? Don’t bother searching the internet as this is simply a term we occasionally use to describe the…

• Written by Stephanie Wolf
• Categorised Newsletters

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

• Written by David Dick
• Categorised Articles

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

• Written by James Twining
• Categorised Taxes

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

• Written by Nathan Twining
• Categorised Articles

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

• Written by Stephanie Wolf
• Categorised Articles

Great information on expectation vs reality from DFA: The Happiness Equation

• Written by Stephanie Wolf
• Categorised Newsletters

Read the latest news and updates from Financial Plan Inc in our Summer 2018 Newsletter.

• Written by James Twining
• Categorised Uncategorized

Will Rogers once quipped: “It is not the return on my investment that I am concerned about; it’s the return of…

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

You’ve read my last piece on the new tax codes and why a Roth might be a good option, decided a…

• Written by W. Devin Wolf, CFP®
• Categorised 401(k), ROTH

Keep your retirement plan on track by determining if a Roth is right for you. If you have been following tax…