In: Newsletters
- Q1 2023 Newsletter - March 22, 2023
- Q4 Newsletter for 2022 - January 30, 2023
- Q3 2022 Newsletter - September 23, 2022
Read the latest updates and insights from Financial Plan advisers in our quarterly newsletter, The Plan. Spring 2018 Newsletter
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- How Does a Government Shutdown Affect the Stock Market? Impact and Analysis - November 7, 2023
- Now is the time for a Steady Hand - February 25, 2022
- Updated: Coronavirus: The Market Gets a Cold - February 4, 2022
Why is the stock market volatile? It’s a question that many of us have pondered at one time or another, especially…
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- Just When You Thought You Were Out of Debt - March 27, 2024
- Retirement Tax Planning: The Three Tax Wallets - March 13, 2024
- Your Future Income Tax Brackets May Be Higher Than You Assume - September 19, 2023
We recently learned that the US economy has grown at a 2.1% annual rate since the recovery began in 2009. This…
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- Just When You Thought You Were Out of Debt - March 27, 2024
- Retirement Tax Planning: The Three Tax Wallets - March 13, 2024
- Your Future Income Tax Brackets May Be Higher Than You Assume - September 19, 2023
After inquiring with our clients, it seems that many are not particularly active in logging on to our various online sites. …
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- Just When You Thought You Were Out of Debt - March 27, 2024
- Retirement Tax Planning: The Three Tax Wallets - March 13, 2024
- Your Future Income Tax Brackets May Be Higher Than You Assume - September 19, 2023
The history of our firm and our clients has been one of success, and as a result, we have experienced a…
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- Just When You Thought You Were Out of Debt - March 27, 2024
- Retirement Tax Planning: The Three Tax Wallets - March 13, 2024
- Your Future Income Tax Brackets May Be Higher Than You Assume - September 19, 2023
The market decline of early 2016 was not anywhere near the magnitude of a bear market such as we experienced in…
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- How Does a Government Shutdown Affect the Stock Market? Impact and Analysis - November 7, 2023
- Now is the time for a Steady Hand - February 25, 2022
- Updated: Coronavirus: The Market Gets a Cold - February 4, 2022
In the latest edition of The Plan, Jamie mentioned the 4% rule of thumb for withdrawal rates. To delve a bit…
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- Just When You Thought You Were Out of Debt - March 27, 2024
- Retirement Tax Planning: The Three Tax Wallets - March 13, 2024
- Your Future Income Tax Brackets May Be Higher Than You Assume - September 19, 2023
Many years ago when I was just beginning my budding career, an older and wiser financial advisor told me that “the…
Read More - Just When You Thought You Were Out of Debt - March 27, 2024
- Retirement Tax Planning: The Three Tax Wallets - March 13, 2024
- Your Future Income Tax Brackets May Be Higher Than You Assume - September 19, 2023
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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- How Does a Government Shutdown Affect the Stock Market? Impact and Analysis - November 7, 2023
- Now is the time for a Steady Hand - February 25, 2022
- Updated: Coronavirus: The Market Gets a Cold - February 4, 2022
If you’ve been with us long enough, you know that we value efficient diversification on a very large scale. True diversification decreases…
Read More - Just When You Thought You Were Out of Debt - March 27, 2024
- Retirement Tax Planning: The Three Tax Wallets - March 13, 2024
- Your Future Income Tax Brackets May Be Higher Than You Assume - September 19, 2023
After 17 years in our downtown office, Financial Plan is moving to a new office location. Beginning October 1st, 2014…
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- Out of the Mouths of Babes - April 17, 2024
- It’s a new year: What we know and what is to come - January 8, 2021
- Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act - March 30, 2020
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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- Out of the Mouths of Babes - April 17, 2024
- It’s a new year: What we know and what is to come - January 8, 2021
- Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act - March 30, 2020
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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- Out of the Mouths of Babes - April 17, 2024
- It’s a new year: What we know and what is to come - January 8, 2021
- Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act - March 30, 2020
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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- Just When You Thought You Were Out of Debt - March 27, 2024
- Retirement Tax Planning: The Three Tax Wallets - March 13, 2024
- Your Future Income Tax Brackets May Be Higher Than You Assume - September 19, 2023
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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