All the latest and greatest from FP Inc. is here in our Winter 2019 Newsletter.
Tax Reform and Filing for 2018
With tax season in full effect, many people are feeling the impact of Tax Reform 2018 for the first time. Therefore, we thought it helpful to review a previously posted summary of the changes to serve as a reference as you file your 2018 taxes. As always, be sure to consult with your tax professional […]
2019 Numbers Unlimited
Our proprietary “Numbers Unlimited” provides a snapshot of the numbers you may need to reference throughout the year for your tax, retirement, and overall financial planning. We keep it with us at all times, because we’re nerds like that. Download Now Download Number’s Unlimited – 2019
How Long-Term Investment Strategies can Mitigate your Ticker Risk
What is ticker risk? Don’t bother searching the internet as this is simply a term we occasionally use to describe the inherent risks that come with giving too much credence to the current price and daily changes of the S&P 500, Dow 30, and Nasdaq Composite Index. These three, main “tickers” represent the vast majority […]
Fall 2018 Newsletter
The Financial Plan newsletter for Fall 2018 is now available here: Fall 2018 Newsletter
Why a second home merits a second thought
Picture this: you take a trip somewhere great and have an absolutely wonderful experience. You love everything about this place: the area, the climate, the people and just the overall ‘feel’ of being there. Then the inevitable question presents itself- wouldn’t it be great to have a little place here that we could retreat to […]
The Nature of American Tariffs
With all the buzz surrounding the recent increase in U.S. tariffs, a discussion regarding the nature of tariffs is timely. We often hear commentators opine that higher tariffs are certain to be a drag on the U.S. stock market. However, a brief review of the nature, purpose, and history of American tariffs, and the current […]
Irrational Expectations (and 3 things you can do to guard against them)
Expectations are powerful things. They involuntarily override our logic and amplify our emotional response to events based on how those events measure up to our expectations. When it comes to making decisions about our finances, emotions make poor bedfellows. In the stock market, expectations are everything. A company can have a great earnings report, but […]
Summer 2018 Newsletter
Read the latest news and updates from Financial Plan Inc in our Summer 2018 Newsletter.
Understanding Rates of Return
Will Rogers once quipped: “It is not the return on my investment that I am concerned about; it’s the return of my investment.” In all seriousness though, calculating a rate of return; also known as “return on investment”, or ROI, is useful because it allows investors to compare various investments, regardless of the amount invested […]