Financial Planning Blog
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No financial planner can know what the future will bring, and none should pretend to. Markets, stock prices and ultimately return…
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Dimensional Fund Advisors’ Weston Wellington offers useful perspective regarding the financial crisis in Greece. Click the link below to view…
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Many years ago when I was just beginning my budding career, an older and wiser financial advisor told me that “the…
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Click on any of the following steps for a closer look. Additional exhibit information and important disclosures. Past performance is no…
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Interesting article from Bloomberg “The Hugely Profitable, Wholly Legal Way to Game the Stock Market” Our clients know this as the…
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These days, socially responsible investing, or SRI for short, is a popular practice among investors who consider themselves socially conscious, and…
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The common perception among the investing public is that all of the professionals who help clients manage their money are “financial…
Read MoreIn February, my youngest son Gabriel graduated from Saybrook University in Seattle with a Master’s Degree in Industrial Psychology with a…
Read MoreAs a newcomer to financial planning, entering the world of investing without some basic principles to follow can feel a lot…
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(Note: all screenshots in this post are from our 2015 Numbers Unlimited financial planning worksheet, which you can access here.) With…
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If you have ever had any sort of retirement plan with your employer, you have probably at least heard the term…
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Saving for retirement as a self-employed individual can be difficult. Without an employer setting up and contributing to a 401(k) or…
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For any business relationship to work, the value gained for both parties must exceed the cost. The calculation for a financial…
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If you’ve been with us long enough, you know that we value efficient diversification on a very large scale. True diversification decreases…
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By: W. Devin Wolf, CFP® Conventional wisdom encourages small business owners to form an S Corporation to reduce the amount of…
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