Financial Planning Blog

08 JunGold ETF Tax Surprise


My dad told me recently that he just celebrated his “Heavy Metal” Birthday. He said it means that he has gold…

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22 MayRead the Summer 2013 Newsletter


Our quarterly newsletter, the Plan, has been updated for the 2013 Summer Quarter. Read more about it here.

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09 MarYou Are Not A Good Investor


I came across this article today in the Investment News written by Mebane Faber. It reinforces the futility of trying to pick individual…

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09 JanThe New Income, Capital Gains, and Estate Tax Environment – Winter 2013


After many years of living with temporary tax brackets, we now have a more settled scheme due to the recently passed…

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09 DecYear End Tax Planning


Although there is much uncertainty regarding future tax rates, as of January 1, 2013 a number of taxes are scheduled to…

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09 DecCan a Bad Company Be a Good Investment?


I was scanning the news and this headline grabbed my attention. As you can see, Research In Motion (RIM) reported that…

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09 SepWelcome Bonnie – Autumn 2012


As you know, Jennifer has flown the coop. She was swept off her feet, proposed to, and whisked away by a…

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11 JunI Survived the Transition – Spring 2012


“I SURVIVED THE TRANSITION, AND ALL I GOT WAS THIS LOUSY NEWSLETTER”! I think that would be an appropriate T shirt…

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09 JunBuy Local or Wholesale? – Summer 2012


Both buying locally and wholesale have advantages: local purchases typically are associated with the benefits of better service and buying wholesale…

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22 MarBig News At Financial Plan – Winter 2012


As you can see,  our newsletter the Plan  has a new look.  But that is not all that is new.  In…

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09 FebBuying a Home: Cash vs. Finance


Despite incredibly low mortgage interest rates, real estate agents are still reporting a high percentage of all-cash home purchases. But is…

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16 DecWe are a Team – Spring 2011


As our client base has grown, so have the servicing challenges. To meet those challenges we have continued to bring on…

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16 DecThe Trouble With Forecasting – Winter 2011


At the risk of sounding like a broken record, allow me once again to admonish and warn you: forecasting the direction…

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our investment philosophy

16 DecOur Investment Philosophy – Summer 2011


Let’s be blunt: Over the past thirty years we have studied the conventional wisdom, we have put it to the test,…

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16 DecHome Bias – Autumn 2010


Recently, a client asked me this question: “How do you decide how much of my account to put into foreign stocks?”…

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