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- Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act - March 30, 2020
- 2020 Numbers Unlimited - January 31, 2020
- The SECURE Act: Summary and Implications for Retirement Savers - January 22, 2020
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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- 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…
Read More - 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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- Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act - March 30, 2020
- 2020 Numbers Unlimited - January 31, 2020
- The SECURE Act: Summary and Implications for Retirement Savers - January 22, 2020
Our proprietary “Numbers Unlimited” provides a snapshot of the numbers you may need to reference throughout the year for your tax,…
Read More
- The ETF Rule and Custom Baskets - September 18, 2020
- Stock Market Performance: A Case for Diversified Portfolios - September 9, 2019
- Getting to the Point of a Point - March 27, 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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- 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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- 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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- The ETF Rule and Custom Baskets - September 18, 2020
- Stock Market Performance: A Case for Diversified Portfolios - September 9, 2019
- Getting to the Point of a Point - March 27, 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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- The ETF Rule and Custom Baskets - September 18, 2020
- Stock Market Performance: A Case for Diversified Portfolios - September 9, 2019
- Getting to the Point of a Point - March 27, 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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- Coronavirus: The Market Gets a Cold - March 4, 2020
- 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
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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- The ETF Rule and Custom Baskets - September 18, 2020
- Stock Market Performance: A Case for Diversified Portfolios - September 9, 2019
- Getting to the Point of a Point - March 27, 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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- Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act - March 30, 2020
- 2020 Numbers Unlimited - January 31, 2020
- The SECURE Act: Summary and Implications for Retirement Savers - January 22, 2020
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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- Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act - March 30, 2020
- 2020 Numbers Unlimited - January 31, 2020
- The SECURE Act: Summary and Implications for Retirement Savers - January 22, 2020
Interesting article from Bloomberg “The Hugely Profitable, Wholly Legal Way to Game the Stock Market” Our clients know this as the…
Read More - The ETF Rule and Custom Baskets - September 18, 2020
- Stock Market Performance: A Case for Diversified Portfolios - September 9, 2019
- Getting to the Point of a Point - March 27, 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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- Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act - March 30, 2020
- 2020 Numbers Unlimited - January 31, 2020
- The SECURE Act: Summary and Implications for Retirement Savers - January 22, 2020
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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