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

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

• Written by James Twining
• Categorised Newsletters

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

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

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

• Written by James Twining
• Categorised Newsletters

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

• Written by James Twining
• Categorised Newsletters

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

• Written by James Twining
• Categorised Newsletters

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

• Written by James Twining
• Categorised Newsletters

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

• Written by James Twining
• Categorised Newsletters

The diagram below outlines the scope of our financial planning services. The core of it is the Wealth Management Plan –…

• Written by James Twining
• Categorised Newsletters

To convert, or not to convert: that is the question: Whether ‘tis nobler in the mind to suffer The slings and…

• Written by James Twining
• Categorised Newsletters

Not to blow our own horn too loudly, but we have managed to thrive while many other investment services firms have…