In: Articles
- The ETF Rule and Custom Baskets - September 18, 2020
- Stock Market Performance: A Case for Diversified Portfolios - September 9, 2019
- Getting to the Point of a Point - March 27, 2019
At Financial Plan, we are analytical to a fault when evaluating investments. We continually ask the question: “Are we populating our…
Read More
- This time IS different - August 10, 2020
- Negativity Bias and the Financial Markets - July 16, 2020
Heard any bad financial news lately? Of course you have! But what if I told you the U.S. stock market recently…
Read More
- Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act - March 30, 2020
- 2020 Numbers Unlimited - January 31, 2020
- The SECURE Act: Summary and Implications for Retirement Savers - January 22, 2020
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
- Coronavirus: The Market Gets a Cold - March 4, 2020
- 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
Over the past week, the global markets have seen a rapid drop in value due to fears about the spread and…
Read More
- 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
- Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act - March 30, 2020
- 2020 Numbers Unlimited - January 31, 2020
- The SECURE Act: Summary and Implications for Retirement Savers - January 22, 2020
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
- The ETF Rule and Custom Baskets - September 18, 2020
- Stock Market Performance: A Case for Diversified Portfolios - September 9, 2019
- Getting to the Point of a Point - March 27, 2019
If you have been paying attention, you know how much we believe in equity markets. Our clients who have a long…
Read More
- 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
- The ETF Rule and Custom Baskets - September 18, 2020
- Stock Market Performance: A Case for Diversified Portfolios - September 9, 2019
- Getting to the Point of a Point - March 27, 2019
The term “expected return” is in wide use among financial planners. To the layman it carries misleading connotations: most assume that…
Read More
- Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act - March 30, 2020
- 2020 Numbers Unlimited - January 31, 2020
- The SECURE Act: Summary and Implications for Retirement Savers - January 22, 2020
What is ticker risk? Don’t bother searching the internet as this is simply a term we occasionally use to describe the…
Read More
- 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
- Coronavirus: The Market Gets a Cold - March 4, 2020
- 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
Expectations are powerful things. They involuntarily override our logic and amplify our emotional response to events based on how those events…
Read More
- 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
- The ETF Rule and Custom Baskets - September 18, 2020
- Stock Market Performance: A Case for Diversified Portfolios - September 9, 2019
- Getting to the Point of a Point - March 27, 2019
As emotional beings, we are susceptible to illusions and phobias. Never mind that the snake under the bed turned out to…
Read More
- Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act - March 30, 2020
- 2020 Numbers Unlimited - January 31, 2020
- The SECURE Act: Summary and Implications for Retirement Savers - January 22, 2020
These days, socially responsible investing, or SRI for short, is a popular practice among investors who consider themselves socially conscious, and…
Read More