In: Stock Market
- Now is the time for a Steady Hand - February 25, 2022
- Updated: Coronavirus: The Market Gets a Cold - February 4, 2022
- Lessons from GameStop Mania - February 1, 2021
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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- Now is the time for a Steady Hand - February 25, 2022
- Updated: Coronavirus: The Market Gets a Cold - February 4, 2022
- Lessons from GameStop Mania - February 1, 2021
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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- Convert! Oh, Ye of Little Faith: Roth Conversions are Underutilized - May 19, 2023
- The SECURE ACT 2.0: Three Good features - March 22, 2023
- How Inflation Affects Asset Values - July 28, 2022
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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- 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
- 2020 Numbers Unlimited - January 31, 2020
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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- Convert! Oh, Ye of Little Faith: Roth Conversions are Underutilized - May 19, 2023
- The SECURE ACT 2.0: Three Good features - March 22, 2023
- How Inflation Affects Asset Values - July 28, 2022
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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- Convert! Oh, Ye of Little Faith: Roth Conversions are Underutilized - May 19, 2023
- The SECURE ACT 2.0: Three Good features - March 22, 2023
- How Inflation Affects Asset Values - July 28, 2022
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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- Recency Bias in Investing - November 16, 2022
- How to survive a zombie apocalypse - October 31, 2022
- This time IS different - August 10, 2020
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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- Recency Bias in Investing - November 16, 2022
- How to survive a zombie apocalypse - October 31, 2022
- This time IS different - August 10, 2020
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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- The Impact of the Coronavirus on the Stock Market and Your Financial Portfolio - February 24, 2020
- Circle the Wagons - August 29, 2019
- Why a second home merits a second thought - November 26, 2018
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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- 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
- 2020 Numbers Unlimited - January 31, 2020
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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- Convert! Oh, Ye of Little Faith: Roth Conversions are Underutilized - May 19, 2023
- The SECURE ACT 2.0: Three Good features - March 22, 2023
- How Inflation Affects Asset Values - July 28, 2022
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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- Now is the time for a Steady Hand - February 25, 2022
- Updated: Coronavirus: The Market Gets a Cold - February 4, 2022
- Lessons from GameStop Mania - February 1, 2021
If you’ve been paying attention to investment news, you might be aware of the recent consternation that the “yield curve” in…
Read More - Convert! Oh, Ye of Little Faith: Roth Conversions are Underutilized - May 19, 2023
- The SECURE ACT 2.0: Three Good features - March 22, 2023
- How Inflation Affects Asset Values - July 28, 2022
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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- Convert! Oh, Ye of Little Faith: Roth Conversions are Underutilized - May 19, 2023
- The SECURE ACT 2.0: Three Good features - March 22, 2023
- How Inflation Affects Asset Values - July 28, 2022
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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- 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
- 2020 Numbers Unlimited - January 31, 2020
What is ticker risk? Don’t bother searching the internet as this is simply a term we occasionally use to describe the…
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