In: Articles

19 AprIn a Most Delightful Way Blog Series: Part 2


Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…

Read More

12 AprIn a Most Delightful Way Blog Series: Part 1


Our Spring blog series includes excerpts and simple financial lessons from the book In A Most Delightful Way, by our founder…

Read More
GameStop

01 FebLessons 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…

Read More

15 JanShould 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…

Read More

08 JanIt’s a new year: What we know and what is to come


Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

2020 was a roller coaster of a year with markets starting strong only to be disrupted by COVID-19, resulting in the…

Read More

07 DecWhat 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…

Read More

18 SepThe 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…

Read More

16 JulNegativity Bias and the Financial Markets


Latest posts by Gabriel Twining (see all)

Heard any bad financial news lately? Of course you have! But what if I told you the U.S. stock market recently…

Read More
CARES Act

30 MarUnderstanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act


Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

Late last week, the federal government passed an 883-page, $2.2T bill dubbed the CARES Act (Coronavirus Aid, Relief and Economic Security)….

Read More

04 MarCoronavirus: The Market Gets a Cold


Over the past week, the global markets have seen a rapid drop in value due to fears about the spread and…

Read More

24 FebThe Impact of the Coronavirus on the Stock Market and Your Financial Portfolio


As the coronavirus continues its trek around the world, speculation about the virus’s impact on the global stock market has been…

Read More

01 NovThe Recession is Coming! The Recession is Coming!


Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

How to Recession-Proof Your Stocks (and Financial Plan) No doubt you’ve been hearing it a lot lately: “A recession is coming!”…

Read More

09 SepStock Market Performance: A Case for Diversified Portfolios


If you have been paying attention, you know how much we believe in equity markets. Our clients who have a long…

Read More
Elder Abuse Prevention

29 AugCircle the Wagons


Shoring up our financial defenses before we can’t remember where we put da fences I am a pretty laid-back person, but…

Read More

08 MarLet the Dogs Bark


The term “expected return” is in wide use among financial planners. To the layman it carries misleading connotations: most assume that…

Read More