• Written by Stephanie Wolf
• Categorised Newsletters

Read the latest updates and insights from Financial Plan advisers in our quarterly newsletter, The Plan. Spring 2018 Newsletter

• Written by Nathan Twining
• Categorised Newsletters

Why is the stock market volatile? It’s a question that many of us have pondered at one time or another, especially…

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

Since passage of the recent tax reform bill, the Tax Cuts and Jobs Act of 2017 (TCJA), major changes have been…

• Written by David Dick
• Categorised Uncategorized

Here we are again: That time of year we ramp up to make some real changes in our life. Fresh start,…

• Written by Stephanie Wolf
• Categorised Updates

To our valued clients: In light of the recent news regarding a large scale Equifax security breach, we wanted to provide…

• Written by James Twining
• Categorised Newsletters

We recently learned that the US economy has grown at a 2.1% annual rate since the recovery began in 2009. This…

• Written by James Twining
• Categorised Newsletters

After inquiring with our clients,  it seems that many are not particularly active in logging on to our various online sites. …

• Written by James Twining
• Categorised Newsletters

The history of our firm and our clients has been one of success, and as a result, we have experienced a…

• Written by James Twining
• Categorised Newsletters

The market decline of early 2016 was not anywhere near the magnitude of a bear market such as we experienced in…

• Written by James Twining
• Categorised Uncategorized

Belling-hamsters know what it is like to wait out a long winter.  A down market can be like that;  gloomy, day…

• Written by James Twining
• Categorised Uncategorized

In recent months, several of the world’s central banks have conducted a highly risky experimentwith negative interest rates.   For example, the…

• Written by Nathan Twining
• Categorised Stock Market

If you are going to invest in the stock market for any meaningful amount of time, you will at some point…

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

If you’ve browsed the web recently and have a habit of reading up on finance, there’s a good chance you’ve seen…

• Written by Nathan Twining
• Categorised Newsletters

In the latest edition of The Plan, Jamie mentioned the 4% rule of thumb for withdrawal rates. To delve a bit…

• Written by James Twining
• Categorised Insurance

Most insurance agents are happy to reassure you they’re selling you a great policy, but there’s no getting around the conflict…