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W. Devin Wolf, CFP®
Latest posts by W. Devin Wolf, CFP® (see all)
- 2020 Numbers Unlimited - January 31, 2020
- The SECURE Act: Summary and Implications for Retirement Savers - January 22, 2020
- The Recession is Coming! The Recession is Coming! - November 1, 2019
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 Stephanie Wolf (see all)
- New Lead Advisor: Gabriel Twining, CFP® - January 22, 2020
- Fall 2019 Newsletter - January 22, 2020
- Summer 2019 Newsletter - September 9, 2019
The leadership team at Financial Plan, Inc. is growing! After serving on the Operations Team, then four years as an Associate…
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- New Lead Advisor: Gabriel Twining, CFP® - January 22, 2020
- Fall 2019 Newsletter - January 22, 2020
- Summer 2019 Newsletter - September 9, 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)
- 2020 Numbers Unlimited - January 31, 2020
- The SECURE Act: Summary and Implications for Retirement Savers - January 22, 2020
- The Recession is Coming! The Recession is Coming! - November 1, 2019
Our proprietary “Numbers Unlimited” provides a snapshot of the numbers you may need to reference throughout the year for your tax,…
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
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)
- 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
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)
- 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
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)
- 2020 Numbers Unlimited - January 31, 2020
- The SECURE Act: Summary and Implications for Retirement Savers - January 22, 2020
- The Recession is Coming! The Recession is Coming! - November 1, 2019
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)
- 2020 Numbers Unlimited - January 31, 2020
- The SECURE Act: Summary and Implications for Retirement Savers - January 22, 2020
- The Recession is Coming! The Recession is Coming! - November 1, 2019
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)
- 2020 Numbers Unlimited - January 31, 2020
- The SECURE Act: Summary and Implications for Retirement Savers - January 22, 2020
- The Recession is Coming! The Recession is Coming! - November 1, 2019
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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