In: Stock Market

07 NovHow Does a Government Shutdown Affect the Stock Market? Impact and Analysis


Another day, another crisis of leadership in our government. Fears of a looming government shutdown might have you wondering if it’s…

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04 FebUpdated: Coronavirus: The Market Gets a Cold


Updated February 2, 2022 It’s been nearly two years since the economic impacts of Covid-19 and subsequent containment protocols first began…

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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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10 AugThis time IS different


Gabriel Twining
Latest posts by Gabriel Twining (see all)

You’ve seen the declaration splashed across headlines, “This time is different!” Public perception surrounding the first half of this year and…

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16 JulNegativity Bias and the Financial Markets


Gabriel Twining
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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24 FebThe Impact of the Coronavirus on the Stock Market and Your Financial Portfolio


As the coronavirus continues its trek around the world, speculation about the virus’s impact on the global stock market has been…

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01 NovThe Recession is Coming! The Recession is Coming!


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®

How to Recession-Proof Your Stocks (and Financial Plan) No doubt you’ve been hearing it a lot lately: “A recession is coming!”…

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09 SepStock Market Performance: A Case for Diversified Portfolios


If you have been paying attention, you know how much we believe in equity markets. Our clients who have a long…

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17 AprIs the Inverted Yield Curve Reason to Worry?


If you’ve been paying attention to investment news, you might be aware of the recent consternation that the “yield curve” in…

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27 MarGetting to the Point of a Point


Recently, I ran across this article from Dimensional Fund Advisors. It contains insight into the difference between a price-weighted index like…

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08 MarLet the Dogs Bark


The term “expected return” is in wide use among financial planners. To the layman it carries misleading connotations: most assume that…

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