There is a lot going on in the world of finance. See our latest newsletter here: Winter 2021 Newsletter
2021 Numbers Unlimited
Our much-anticipated Numbers Unlimited spreadsheet is updated and ready to be used for 2021 tax and retirement planning. All the numbers you never knew you needed to know can be found right here: Numbers Unlimited 2021
Lessons from GameStop Mania
By now, most of us have heard plenty about the frenzy going on around GameStop (ticker GME), a brick-and-mortar video game retailer. For quick background, GameStop is not in a good financial position and hasn’t been for some time. Their business model is based around retail malls selling a product that is rapidly becoming completely […]
Should I Manage My Own Investment Portfolio? | The Abysmal Record of DIY Investor Cash Flows
If 2020 taught personal investors anything, it’s that managing your own investment portfolio is a dangerous game. The typical DIY-investor relies upon news cycles, hunches, and emotion when deciding whether to be in or out of the market. The only thing predictable about this strategy is disappointment. 2020 was a volatile year, making it very […]
It’s a new year: What we know and what is to come
2020 was a roller coaster of a year with markets starting strong only to be disrupted by COVID-19, resulting in the fastest drop to a bear market in history. Even amidst widespread shutdowns, protests, and a presidential election, the market rebounded and once again reached all-time highs. With many fast-paced changes still underway, let’s take […]
Fall 2020 Newsletter
Our quarterly update for Fall 2020 Fall 2020 Newsletter
What is the new ETF rule?
Every so often, something occurs that changes the way we invest, and we think it best to keep our clients informed regarding these changes. This year, one such change occurred: The Securities and Exchange Commission (SEC) has adopted the ETF Rule, which allows Exchange-Traded Funds (ETFs) to exchange securities within their portfolios for different securities […]
Summer Newsletter 2020
Read the summer update from FP Inc…And OH what a summer it has been! SUMMER 2020 NEWSLETTER
The ETF Rule and Custom Baskets
At Financial Plan, we are analytical to a fault when evaluating investments. We continually ask the question: “Are we populating our accounts with optimal securities, or are there other selections that are clearly better?” We might define “better” as wholly subscribing to our investment philosophy while demonstrating improvement to the items we can control; including […]
This time IS different
You’ve seen the declaration splashed across headlines, “This time is different!” Public perception surrounding the first half of this year and predicting the next has been grim. Pundits espouse that these events have “never been seen”, they are “once in a lifetime,” “a perfect storm”. The crazy thing is, they’re right. Whether it is the […]