In: Articles

02 JunIn a Most Delightful Way Series: Part 8


Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…

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24 MayIn a Most Delightful Way Series: Part 7


Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…

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18 MayIn a Most Delightful Way Series: Part 6


Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…

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10 MayIn a Most Delightful Way Blog Series: Part 5


Our Spring blog series includes excerpts and simple financial lessons from the book In A Most Delightful Way, by our founder…

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07 MayWhat to Know and How to Plan for Washington State’s “LTSS” Trust Act


On May 13, 2019 Washington State Governor, Jay Inslee, signed into law the nation’s first public-operated, long-term care insurance program, dubbed the “Long-Term Services and Supports (LTSS) Trust…

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03 MayIn a Most Delightful Way Blog Series: Part 4


Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…

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26 AprIn a Most Delightful Way Blog Series: Part 3


Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…

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19 AprIn a Most Delightful Way Blog Series: Part 2


Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…

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12 AprIn a Most Delightful Way Blog Series: Part 1


Our Spring blog series includes excerpts and simple financial lessons from the book In A Most Delightful Way, by our founder…

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GameStop

01 FebLessons from GameStop Mania


By now, most of us have heard plenty about the frenzy going on around GameStop (ticker GME), a brick-and-mortar video game…

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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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