In: Articles
Latest posts by Nathan Twining (see all)
- Irrational Expectations (and 3 things you can do to guard against them) - October 1, 2018
- Market Volatility - April 19, 2018
- How to Survive a Bear (Market) Attack - January 21, 2016
Expectations are powerful things. They involuntarily override our logic and amplify our emotional response to events based on how those events…
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Latest posts by Stephanie Wolf (see all)
- The Happiness Equation - September 27, 2018
- Summer 2018 Newsletter - September 4, 2018
- Spring Newsletter 2018 - May 8, 2018
Great information on expectation vs reality from DFA: The Happiness Equation
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Latest posts by James Twining (see all)
- The Nature of American Tariffs - October 15, 2018
- Understanding Rates of Return - August 30, 2018
- The Risk Illusion - May 15, 2018
As emotional beings, we are susceptible to illusions and phobias. Never mind that the snake under the bed turned out to…
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W. Devin Wolf, CFP®
Latest posts by W. Devin Wolf, CFP® (see all)
- 6 Winning Strategies For Your Roth - August 3, 2018
- The Tax Code is Changing. Should your Retirement Plan? - June 29, 2018
- 2018 Tax Reform Bill: How the New Tax Reform Will Affect You - January 11, 2018
These days, socially responsible investing, or SRI for short, is a popular practice among investors who consider themselves socially conscious, and…
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Latest posts by James Twining (see all)
- The Nature of American Tariffs - October 15, 2018
- Understanding Rates of Return - August 30, 2018
- The Risk Illusion - May 15, 2018
The common perception among the investing public is that all of the professionals who help clients manage their money are “financial…
Read MoreLatest posts by Nathan Twining (see all)
- Irrational Expectations (and 3 things you can do to guard against them) - October 1, 2018
- Market Volatility - April 19, 2018
- How to Survive a Bear (Market) Attack - January 21, 2016
As a newcomer to financial planning, entering the world of investing without some basic principles to follow can feel a lot…
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W. Devin Wolf, CFP®
Latest posts by W. Devin Wolf, CFP® (see all)
- 6 Winning Strategies For Your Roth - August 3, 2018
- The Tax Code is Changing. Should your Retirement Plan? - June 29, 2018
- 2018 Tax Reform Bill: How the New Tax Reform Will Affect You - January 11, 2018
(Note: all screenshots in this post are from our 2015 Numbers Unlimited financial planning worksheet, which you can access here.) With…
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W. Devin Wolf, CFP®
Latest posts by W. Devin Wolf, CFP® (see all)
- 6 Winning Strategies For Your Roth - August 3, 2018
- The Tax Code is Changing. Should your Retirement Plan? - June 29, 2018
- 2018 Tax Reform Bill: How the New Tax Reform Will Affect You - January 11, 2018
If you have ever had any sort of retirement plan with your employer, you have probably at least heard the term…
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W. Devin Wolf, CFP®
Latest posts by W. Devin Wolf, CFP® (see all)
- 6 Winning Strategies For Your Roth - August 3, 2018
- The Tax Code is Changing. Should your Retirement Plan? - June 29, 2018
- 2018 Tax Reform Bill: How the New Tax Reform Will Affect You - January 11, 2018
Saving for retirement as a self-employed individual can be difficult. Without an employer setting up and contributing to a 401(k) or…
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Latest posts by James Twining (see all)
- The Nature of American Tariffs - October 15, 2018
- Understanding Rates of Return - August 30, 2018
- The Risk Illusion - May 15, 2018
For any business relationship to work, the value gained for both parties must exceed the cost. The calculation for a financial…
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