In: Newsletters

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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16 DecWe are a Team – Spring 2011


As our client base has grown, so have the servicing challenges. To meet those challenges we have continued to bring on…

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16 DecThe Trouble With Forecasting – Winter 2011


At the risk of sounding like a broken record, allow me once again to admonish and warn you: forecasting the direction…

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our investment philosophy

16 DecOur Investment Philosophy – Summer 2011


Let’s be blunt: Over the past thirty years we have studied the conventional wisdom, we have put it to the test,…

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16 DecHome Bias – Autumn 2010


Recently, a client asked me this question: “How do you decide how much of my account to put into foreign stocks?”…

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16 DecThe Elements and Structure of our Financial Plans – Winter 2010


The diagram below outlines the scope of our financial planning services. The core of it is the Wealth Management Plan –…

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16 DecTo Convert, or Not To Convert: That is the Question – Spring 2010


To convert, or not to convert: that is the question: Whether ‘tis nobler in the mind to suffer The slings and…

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16 DecPlease Welcome Our Newest Advisor: Devin Wolf – Summer 2010


Not to blow our own horn too loudly, but we have managed to thrive while many other investment services firms have…

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