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Financial Planning Blog
08 Jan 2021
It’s a new year: What we know and what is to come
Written by
W. Devin Wolf, CFP®
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Taxes
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07 Dec 2020
What is the new ETF rule?
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James Twining
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Stock Market
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18 Sep 2020
The ETF Rule and Custom Baskets
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James Twining
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Stock Market
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16 Jul 2020
Negativity Bias and the Financial Markets
Written by
Gabriel Twining
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Stock Market
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30 Mar 2020
Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act
Written by
W. Devin Wolf, CFP®
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Taxes
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24 Feb 2020
The Impact of the Coronavirus on the Stock Market and Your Financial Portfolio
Written by
David Dick
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Stock Market
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01 Nov 2019
The Recession is Coming! The Recession is Coming!
Written by
W. Devin Wolf, CFP®
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Stock Market
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09 Sep 2019
Stock Market Performance: A Case for Diversified Portfolios
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James Twining
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Stock Market
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29 Aug 2019
Circle the Wagons
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David Dick
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08 Mar 2019
Let the Dogs Bark
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James Twining
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Stock Market
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05 Dec 2018
How Long-Term Investment Strategies can Mitigate your Ticker Risk
Written by
W. Devin Wolf, CFP®
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Stock Market
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26 Nov 2018
Why a second home merits a second thought
Written by
David Dick
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01 Oct 2018
Irrational Expectations (and 3 things you can do to guard against them)
Written by
Nathan Twining
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15 May 2018
The Risk Illusion
Written by
James Twining
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12 Jun 2015
Socially Responsible Investments: The Good, The Bad, and The Green
Written by
W. Devin Wolf, CFP®
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24285
Posts
The Graceful Exit: 5 things to consider when exiting your business
Does the Federal Reserve Control Interest Rates?
A New Mental Accounting for Equity Exposure
THE SUN IS SETTING ON ULTRA HIGH NET WORTH ESTATES
The Alphabet Soup of Medicare: Medicare Parts Explained
Our Two-Faced Dollar
Putting your business cash to work
Out of the Mouths of Babes
Just When You Thought You Were Out of Debt
Retirement Tax Planning: The Three Tax Wallets
Year-End Charitable Giving Strategies
How Does a Government Shutdown Affect the Stock Market? Impact and Analysis
Your Future Income Tax Brackets May Be Higher Than You Assume
Convert! Oh, Ye of Little Faith: Roth Conversions are Underutilized
Q1 2023 Newsletter
The SECURE ACT 2.0: Three Good features
How Will Taxes Change in 2023? Brackets, Deductions, and More
Q4 Newsletter for 2022
Recency Bias in Investing
How to survive a zombie apocalypse
Q3 2022 Newsletter
How Inflation Affects Asset Values
Q2 2022 Newsletter
Generational Wealth Transfer Strategies to Minimize Taxes and Fees
Q1 Newsletter 2022
Now is the time for a Steady Hand
Updated: What to Know and How to Plan for Washington State’s “LTSS” Trust Act
Updated: Coronavirus: The Market Gets a Cold
Fall 2021 Newsletter
Summer 2021 Newsletter
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