In: Articles
Latest posts by David Dick (see all)
- The Impact of the Coronavirus on the Stock Market and Your Financial Portfolio - February 24, 2020
- Circle the Wagons - August 29, 2019
- Why a second home merits a second thought - November 26, 2018
As the coronavirus continues its trek around the world, speculation about the virus’s impact on the global stock market has been…
Read More
W. Devin Wolf, CFP®
Latest posts by W. Devin Wolf, CFP® (see all)
- 2020 Numbers Unlimited - January 31, 2020
- The SECURE Act: Summary and Implications for Retirement Savers - January 22, 2020
- The Recession is Coming! The Recession is Coming! - November 1, 2019
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
Latest posts by James Twining (see all)
- Stock Market Performance: A Case for Diversified Portfolios - September 9, 2019
- Getting to the Point of a Point - March 27, 2019
- Let the Dogs Bark - March 8, 2019
If you have been paying attention, you know how much we believe in equity markets. Our clients who have a long…
Read More
Latest posts by David Dick (see all)
- The Impact of the Coronavirus on the Stock Market and Your Financial Portfolio - February 24, 2020
- Circle the Wagons - August 29, 2019
- Why a second home merits a second thought - November 26, 2018
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
Latest posts by James Twining (see all)
- Stock Market Performance: A Case for Diversified Portfolios - September 9, 2019
- Getting to the Point of a Point - March 27, 2019
- Let the Dogs Bark - March 8, 2019
The term “expected return” is in wide use among financial planners. To the layman it carries misleading connotations: most assume that…
Read More
W. Devin Wolf, CFP®
Latest posts by W. Devin Wolf, CFP® (see all)
- 2020 Numbers Unlimited - January 31, 2020
- The SECURE Act: Summary and Implications for Retirement Savers - January 22, 2020
- The Recession is Coming! The Recession is Coming! - November 1, 2019
What is ticker risk? Don’t bother searching the internet as this is simply a term we occasionally use to describe the…
Read More
Latest posts by David Dick (see all)
- The Impact of the Coronavirus on the Stock Market and Your Financial Portfolio - February 24, 2020
- Circle the Wagons - August 29, 2019
- Why a second home merits a second thought - November 26, 2018
Picture this: you take a trip somewhere great and have an absolutely wonderful experience. You love everything about this place: the…
Read More
Latest posts by Nathan Twining (see all)
- Is the Inverted Yield Curve Reason to Worry? - April 17, 2019
- Irrational Expectations (and 3 things you can do to guard against them) - October 1, 2018
- Market Volatility - April 19, 2018
Expectations are powerful things. They involuntarily override our logic and amplify our emotional response to events based on how those events…
Read More
Latest posts by Stephanie Wolf (see all)
- New Lead Advisor: Gabriel Twining, CFP® - January 22, 2020
- Fall 2019 Newsletter - January 22, 2020
- Summer 2019 Newsletter - September 9, 2019
Great information on expectation vs reality from DFA: The Happiness Equation
Read More
Latest posts by James Twining (see all)
- Stock Market Performance: A Case for Diversified Portfolios - September 9, 2019
- Getting to the Point of a Point - March 27, 2019
- Let the Dogs Bark - March 8, 2019
As emotional beings, we are susceptible to illusions and phobias. Never mind that the snake under the bed turned out to…
Read More
W. Devin Wolf, CFP®
Latest posts by W. Devin Wolf, CFP® (see all)
- 2020 Numbers Unlimited - January 31, 2020
- The SECURE Act: Summary and Implications for Retirement Savers - January 22, 2020
- The Recession is Coming! The Recession is Coming! - November 1, 2019
These days, socially responsible investing, or SRI for short, is a popular practice among investors who consider themselves socially conscious, and…
Read More
Latest posts by James Twining (see all)
- Stock Market Performance: A Case for Diversified Portfolios - September 9, 2019
- Getting to the Point of a Point - March 27, 2019
- Let the Dogs Bark - March 8, 2019
The common perception among the investing public is that all of the professionals who help clients manage their money are “financial…
Read More Latest posts by Nathan Twining (see all)
- Is the Inverted Yield Curve Reason to Worry? - April 17, 2019
- Irrational Expectations (and 3 things you can do to guard against them) - October 1, 2018
- Market Volatility - April 19, 2018
As a newcomer to financial planning, entering the world of investing without some basic principles to follow can feel a lot…
Read More
W. Devin Wolf, CFP®
Latest posts by W. Devin Wolf, CFP® (see all)
- 2020 Numbers Unlimited - January 31, 2020
- The SECURE Act: Summary and Implications for Retirement Savers - January 22, 2020
- The Recession is Coming! The Recession is Coming! - November 1, 2019
(Note: all screenshots in this post are from our 2015 Numbers Unlimited financial planning worksheet, which you can access here.) With…
Read More
W. Devin Wolf, CFP®
Latest posts by W. Devin Wolf, CFP® (see all)
- 2020 Numbers Unlimited - January 31, 2020
- The SECURE Act: Summary and Implications for Retirement Savers - January 22, 2020
- The Recession is Coming! The Recession is Coming! - November 1, 2019
If you have ever had any sort of retirement plan with your employer, you have probably at least heard the term…
Read More