In: Uncategorized
Latest posts by Stephanie Wolf (see all)
- Summer 2019 Newsletter - September 9, 2019
- Spring 2019 Newsletter - May 29, 2019
- Winter 2019 Newsletter - March 8, 2019
Hot off the press! See what’s new at Financial Plan this quarter. Summer 2019 Newsletter
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W. Devin Wolf, CFP®
Latest posts by W. Devin Wolf, CFP® (see all)
- Tax Reform and Filing for 2018 - February 22, 2019
- 2019 Numbers Unlimited - January 23, 2019
- How Long-Term Investment Strategies can Mitigate your Ticker Risk - December 5, 2018
Our proprietary “Numbers Unlimited” provides a snapshot of the numbers you may need to reference throughout the year for your tax,…
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Latest posts by James Twining (see all)
- Stock Market Performance: A Case for Diversified Portfolios - September 9, 2019
- Getting to the Point of a Point - March 27, 2019
- Let the Dogs Bark - March 8, 2019
Will Rogers once quipped: “It is not the return on my investment that I am concerned about; it’s the return of…
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Latest posts by David Dick (see all)
- Circle the Wagons - August 29, 2019
- Why a second home merits a second thought - November 26, 2018
- Ever Seen a Retired Ostrich? - June 14, 2018
Behavioral Finance: Exploring our Biases That which I would not, that do I do! Whether you are investing your assets or…
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Latest posts by David Dick (see all)
- Circle the Wagons - August 29, 2019
- Why a second home merits a second thought - November 26, 2018
- Ever Seen a Retired Ostrich? - June 14, 2018
Here we are again: That time of year we ramp up to make some real changes in our life. Fresh start,…
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Latest posts by James Twining (see all)
- Stock Market Performance: A Case for Diversified Portfolios - September 9, 2019
- Getting to the Point of a Point - March 27, 2019
- Let the Dogs Bark - March 8, 2019
Belling-hamsters know what it is like to wait out a long winter. A down market can be like that; gloomy, day…
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Latest posts by James Twining (see all)
- Stock Market Performance: A Case for Diversified Portfolios - September 9, 2019
- Getting to the Point of a Point - March 27, 2019
- Let the Dogs Bark - March 8, 2019
In recent months, several of the world’s central banks have conducted a highly risky experimentwith negative interest rates. For example, the…
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Latest posts by Nathan Twining (see all)
- Is the Inverted Yield Curve Reason to Worry? - April 17, 2019
- Irrational Expectations (and 3 things you can do to guard against them) - October 1, 2018
- Market Volatility - April 19, 2018
No financial planner can know what the future will bring, and none should pretend to. Markets, stock prices and ultimately return…
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Latest posts by James Twining (see all)
- Stock Market Performance: A Case for Diversified Portfolios - September 9, 2019
- Getting to the Point of a Point - March 27, 2019
- Let the Dogs Bark - March 8, 2019
Dimensional Fund Advisors’ Weston Wellington offers useful perspective regarding the financial crisis in Greece. Click the link below to view…
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W. Devin Wolf, CFP®
Latest posts by W. Devin Wolf, CFP® (see all)
- Tax Reform and Filing for 2018 - February 22, 2019
- 2019 Numbers Unlimited - January 23, 2019
- How Long-Term Investment Strategies can Mitigate your Ticker Risk - December 5, 2018
Click on any of the following steps for a closer look. Additional exhibit information and important disclosures. Past performance is no…
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W. Devin Wolf, CFP®
Latest posts by W. Devin Wolf, CFP® (see all)
- Tax Reform and Filing for 2018 - February 22, 2019
- 2019 Numbers Unlimited - January 23, 2019
- How Long-Term Investment Strategies can Mitigate your Ticker Risk - December 5, 2018
Interesting article from Bloomberg “The Hugely Profitable, Wholly Legal Way to Game the Stock Market” Our clients know this as the…
Read More Latest posts by James Twining (see all)
- Stock Market Performance: A Case for Diversified Portfolios - September 9, 2019
- Getting to the Point of a Point - March 27, 2019
- Let the Dogs Bark - March 8, 2019
After 17 years in our downtown office, Financial Plan is moving to a new office location. Beginning October 1st, 2014 our…
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W. Devin Wolf, CFP®
Latest posts by W. Devin Wolf, CFP® (see all)
- Tax Reform and Filing for 2018 - February 22, 2019
- 2019 Numbers Unlimited - January 23, 2019
- How Long-Term Investment Strategies can Mitigate your Ticker Risk - December 5, 2018
For the last ten years Financial Plan, Inc. has incorporated funds from DFA (Dimensional Fund Advisors) into our diversified investment portfolios….
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W. Devin Wolf, CFP®
Latest posts by W. Devin Wolf, CFP® (see all)
- Tax Reform and Filing for 2018 - February 22, 2019
- 2019 Numbers Unlimited - January 23, 2019
- How Long-Term Investment Strategies can Mitigate your Ticker Risk - December 5, 2018
My dad told me recently that he just celebrated his “Heavy Metal” Birthday. He said it means that he has gold…
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W. Devin Wolf, CFP®
Latest posts by W. Devin Wolf, CFP® (see all)
- Tax Reform and Filing for 2018 - February 22, 2019
- 2019 Numbers Unlimited - January 23, 2019
- How Long-Term Investment Strategies can Mitigate your Ticker Risk - December 5, 2018
I came across this article today in the Investment News written by Mebane Faber. It reinforces the futility of trying to pick individual…
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