In: Newsletters

20 MayWelcome Gabriel Twining – Spring 2015


In February, my youngest son Gabriel graduated from Saybrook University in Seattle with a Master’s Degree in Industrial Psychology with a…

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home bias financial planning blog usa

11 JanHome Bias – Winter 2015


If you’ve been with us long enough, you know that we value efficient diversification on a very large scale. True diversification decreases…

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05 OctFinancial Plan is Moving – Autumn 2014


  After 17 years in our downtown office, Financial Plan is moving to a new office location.  Beginning October 1st, 2014…

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business man talking

04 JulThe Not So Simple Answer – Summer 2014


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®

As a Financial Plan client, you often receive simple advice that is easy to follow. Your first impression might have been…

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the great crash 1

24 AprThe Great Crash – Spring 2014


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®

Harry S. Dent Jr – Best-selling author, founder of economics research firm HS Dent, predictor of the 1980 Japanese market bubble…

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high market

09 FebThe Market Has Reached All Time Highs; Now What? – Spring 2013


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®

For quite a few years now, faith in the markets has been sorely tested. After severe bear markets, confidence in the…

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paper investments

24 JanAre Shares of Stock and Stock Mutual funds “Paper” Investments? – Winter 2014


Most investors tend to have a high level of angst regarding their stock and stock mutual fund investments. When the investing…

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innovation, Bellingham WA, ElsaCoPhoto-1829 copy

24 SepWhy We Innovate – Autumn 2013


Accepting the “Best Practices Award” for Top Innovator In mid-September, Financial Plan Inc. received the Best Practices Award for being a…

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09 JunAn Investor’s Most Fervent Wish Is A Simple Desire For Peace – Summer 2013


Recently I came across this sketch posted by best selling financial author and illustrator Carl Richards.   The message it conveys has…

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22 MayRead the Summer 2013 Newsletter


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®

Our quarterly newsletter, the Plan, has been updated for the 2013 Summer Quarter. Read more about it here.

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09 JanThe New Income, Capital Gains, and Estate Tax Environment – Winter 2013


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®

After many years of living with temporary tax brackets, we now have a more settled scheme due to the recently passed…

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09 SepWelcome Bonnie – Autumn 2012


As you know, Jennifer has flown the coop. She was swept off her feet, proposed to, and whisked away by a…

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11 JunI Survived the Transition – Spring 2012


“I SURVIVED THE TRANSITION, AND ALL I GOT WAS THIS LOUSY NEWSLETTER”! I think that would be an appropriate T shirt…

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09 JunBuy Local or Wholesale? – Summer 2012


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®

Both buying locally and wholesale have advantages: local purchases typically are associated with the benefits of better service and buying wholesale…

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22 MarBig News At Financial Plan – Winter 2012


As you can see,  our newsletter the Plan  has a new look.  But that is not all that is new.  In…

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