In: Uncategorized
Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…
Read MoreOur much-anticipated Numbers Unlimited spreadsheet is updated and ready to be used for 2021 tax and retirement planning. All the numbers…
Read More
- Winter 2021 Newsletter - March 22, 2021
- Fall 2020 Newsletter - December 9, 2020
- Summer Newsletter 2020 - December 4, 2020
Our quarterly update for Fall 2020 Fall 2020 Newsletter
Read More
- 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
Our proprietary “Numbers Unlimited” provides a snapshot of the numbers you may need to reference throughout the year for your tax,…
Read More
- Winter 2021 Newsletter - March 22, 2021
- Fall 2020 Newsletter - December 9, 2020
- Summer Newsletter 2020 - December 4, 2020
The leadership team at Financial Plan, Inc. is growing! After serving on the Operations Team, then four years as an Associate…
Read More - Winter 2021 Newsletter - March 22, 2021
- Fall 2020 Newsletter - December 9, 2020
- Summer Newsletter 2020 - December 4, 2020
Hot off the press! See what’s new at Financial Plan this quarter. Summer 2019 Newsletter
Read More
- 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
Our proprietary “Numbers Unlimited” provides a snapshot of the numbers you may need to reference throughout the year for your tax,…
Read More
- Should I Manage My Own Investment Portfolio? | The Abysmal Record of DIY Investor Cash Flows - January 15, 2021
- What is the new ETF rule? - December 7, 2020
- The ETF Rule and Custom Baskets - September 18, 2020
Will Rogers once quipped: “It is not the return on my investment that I am concerned about; it’s the return of…
Read More
- 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…
Read More
- 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,…
Read More
- Should I Manage My Own Investment Portfolio? | The Abysmal Record of DIY Investor Cash Flows - January 15, 2021
- What is the new ETF rule? - December 7, 2020
- The ETF Rule and Custom Baskets - September 18, 2020
Belling-hamsters know what it is like to wait out a long winter. A down market can be like that; gloomy, day…
Read More
- Should I Manage My Own Investment Portfolio? | The Abysmal Record of DIY Investor Cash Flows - January 15, 2021
- What is the new ETF rule? - December 7, 2020
- The ETF Rule and Custom Baskets - September 18, 2020
In recent months, several of the world’s central banks have conducted a highly risky experimentwith negative interest rates. For example, the…
Read More
- Lessons from GameStop Mania - February 1, 2021
- Coronavirus: The Market Gets a Cold - March 4, 2020
- Is the Inverted Yield Curve Reason to Worry? - April 17, 2019
No financial planner can know what the future will bring, and none should pretend to. Markets, stock prices and ultimately return…
Read More
- Should I Manage My Own Investment Portfolio? | The Abysmal Record of DIY Investor Cash Flows - January 15, 2021
- What is the new ETF rule? - December 7, 2020
- The ETF Rule and Custom Baskets - September 18, 2020
Dimensional Fund Advisors’ Weston Wellington offers useful perspective regarding the financial crisis in Greece. Click the link below to view…
Read More
- 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
Click on any of the following steps for a closer look. Additional exhibit information and important disclosures. Past performance is no…
Read More