In: Articles
W. Devin Wolf, CFP®
Latest posts by W. Devin Wolf, CFP® (see all)
- Tax Reform and Filing for 2018 - February 22, 2019
- 2019 Numbers Unlimited - January 23, 2019
- How Long-Term Investment Strategies can Mitigate your Ticker Risk - December 5, 2018
What is ticker risk? Don’t bother searching the internet as this is simply a term we occasionally use to describe the…
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Latest posts by David Dick (see all)
- Why a second home merits a second thought - November 26, 2018
- Ever Seen a Retired Ostrich? - June 14, 2018
- 2018 Financial [Dissolutions] Resolutions - January 5, 2018
Picture this: you take a trip somewhere great and have an absolutely wonderful experience. You love everything about this place: the…
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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)
- Fall 2018 Newsletter - December 5, 2018
- The Happiness Equation - September 27, 2018
- Summer 2018 Newsletter - September 4, 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)
- Tax Reform and Filing for 2018 - February 22, 2019
- 2019 Numbers Unlimited - January 23, 2019
- How Long-Term Investment Strategies can Mitigate your Ticker Risk - December 5, 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…
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- 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)
- Tax Reform and Filing for 2018 - February 22, 2019
- 2019 Numbers Unlimited - January 23, 2019
- How Long-Term Investment Strategies can Mitigate your Ticker Risk - December 5, 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)
- Tax Reform and Filing for 2018 - February 22, 2019
- 2019 Numbers Unlimited - January 23, 2019
- How Long-Term Investment Strategies can Mitigate your Ticker Risk - December 5, 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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