In: Articles

15 JanShould I Manage My Own Investment Portfolio? | The Abysmal Record of DIY Investor Cash Flows


If 2020 taught personal investors anything, it’s that managing your own investment portfolio is a dangerous game. The typical DIY-investor relies…

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08 JanIt’s a new year: What we know and what is to come


Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

2020 was a roller coaster of a year with markets starting strong only to be disrupted by COVID-19, resulting in the…

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07 DecWhat is the new ETF rule?


Every so often, something occurs that changes the way we invest, and we think it best to keep our clients informed…

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18 SepThe ETF Rule and Custom Baskets


At Financial Plan, we are analytical to a fault when evaluating investments.  We continually ask the question: “Are we populating our…

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16 JulNegativity Bias and the Financial Markets


Latest posts by Gabriel Twining (see all)

Heard any bad financial news lately? Of course you have! But what if I told you the U.S. stock market recently…

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CARES Act

30 MarUnderstanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act


Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

Late last week, the federal government passed an 883-page, $2.2T bill dubbed the CARES Act (Coronavirus Aid, Relief and Economic Security)….

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04 MarCoronavirus: The Market Gets a Cold


Over the past week, the global markets have seen a rapid drop in value due to fears about the spread and…

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24 FebThe Impact of the Coronavirus on the Stock Market and Your Financial Portfolio


As the coronavirus continues its trek around the world, speculation about the virus’s impact on the global stock market has been…

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01 NovThe Recession is Coming! The Recession is Coming!


Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

How to Recession-Proof Your Stocks (and Financial Plan) No doubt you’ve been hearing it a lot lately: “A recession is coming!”…

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09 SepStock Market Performance: A Case for Diversified Portfolios


If you have been paying attention, you know how much we believe in equity markets. Our clients who have a long…

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Elder Abuse Prevention

29 AugCircle the Wagons


Shoring up our financial defenses before we can’t remember where we put da fences I am a pretty laid-back person, but…

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08 MarLet the Dogs Bark


The term “expected return” is in wide use among financial planners. To the layman it carries misleading connotations: most assume that…

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05 DecHow Long-Term Investment Strategies can Mitigate your Ticker Risk


Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

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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26 NovWhy a second home merits a second thought


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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01 OctIrrational Expectations (and 3 things you can do to guard against them)


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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