In: Articles
Latest posts by James Twining (see all)
- Stock Market Performance: A Case for Diversified Portfolios - September 9, 2019
- Getting to the Point of a Point - March 27, 2019
- Let the Dogs Bark - March 8, 2019
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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Latest posts by David Dick (see all)
- Circle the Wagons - August 29, 2019
- Why a second home merits a second thought - November 26, 2018
- Ever Seen a Retired Ostrich? - June 14, 2018
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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Latest posts by James Twining (see all)
- Stock Market Performance: A Case for Diversified Portfolios - September 9, 2019
- Getting to the Point of a Point - March 27, 2019
- Let the Dogs Bark - March 8, 2019
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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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)
- Circle the Wagons - August 29, 2019
- Why a second home merits a second thought - November 26, 2018
- Ever Seen a Retired Ostrich? - June 14, 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)
- 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
- Market Volatility - April 19, 2018
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)
- Summer 2019 Newsletter - September 9, 2019
- Spring 2019 Newsletter - May 29, 2019
- Winter 2019 Newsletter - March 8, 2019
Great information on expectation vs reality from DFA: The Happiness Equation
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Latest posts by James Twining (see all)
- Stock Market Performance: A Case for Diversified Portfolios - September 9, 2019
- Getting to the Point of a Point - March 27, 2019
- Let the Dogs Bark - March 8, 2019
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)
- Stock Market Performance: A Case for Diversified Portfolios - September 9, 2019
- Getting to the Point of a Point - March 27, 2019
- Let the Dogs Bark - March 8, 2019
The common perception among the investing public is that all of the professionals who help clients manage their money are “financial…
Read More Latest posts by Nathan Twining (see all)
- 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
- Market Volatility - April 19, 2018
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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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
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)
- Stock Market Performance: A Case for Diversified Portfolios - September 9, 2019
- Getting to the Point of a Point - March 27, 2019
- Let the Dogs Bark - March 8, 2019
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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