In: Articles
W. Devin Wolf, CFP®
Latest posts by W. Devin Wolf, CFP® (see all)
- How Long-Term Investment Strategies can Mitigate your Ticker Risk - December 5, 2018
- 6 Winning Strategies For Your Roth - August 3, 2018
- The Tax Code is Changing. Should your Retirement Plan? - June 29, 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)
- How Long-Term Investment Strategies can Mitigate your Ticker Risk - December 5, 2018
- 6 Winning Strategies For Your Roth - August 3, 2018
- The Tax Code is Changing. Should your Retirement Plan? - June 29, 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)
- How Long-Term Investment Strategies can Mitigate your Ticker Risk - December 5, 2018
- 6 Winning Strategies For Your Roth - August 3, 2018
- The Tax Code is Changing. Should your Retirement Plan? - June 29, 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)
- How Long-Term Investment Strategies can Mitigate your Ticker Risk - December 5, 2018
- 6 Winning Strategies For Your Roth - August 3, 2018
- The Tax Code is Changing. Should your Retirement Plan? - June 29, 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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