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Latest posts by James Twining (see all)
- The Nature of American Tariffs - October 15, 2018
- Understanding Rates of Return - August 30, 2018
- The Risk Illusion - May 15, 2018
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)
- Ever Seen a Retired Ostrich? - June 14, 2018
- 2018 Financial [Dissolutions] Resolutions - January 5, 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)
- Ever Seen a Retired Ostrich? - June 14, 2018
- 2018 Financial [Dissolutions] Resolutions - January 5, 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)
- The Nature of American Tariffs - October 15, 2018
- Understanding Rates of Return - August 30, 2018
- The Risk Illusion - May 15, 2018
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)
- The Nature of American Tariffs - October 15, 2018
- Understanding Rates of Return - August 30, 2018
- The Risk Illusion - May 15, 2018
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)
- Irrational Expectations (and 3 things you can do to guard against them) - October 1, 2018
- Market Volatility - April 19, 2018
- How to Survive a Bear (Market) Attack - January 21, 2016
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)
- The Nature of American Tariffs - October 15, 2018
- Understanding Rates of Return - August 30, 2018
- The Risk Illusion - May 15, 2018
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)
- 6 Winning Strategies For Your Roth - August 3, 2018
- The Tax Code is Changing. Should your Retirement Plan? - June 29, 2018
- 2018 Tax Reform Bill: How the New Tax Reform Will Affect You - January 11, 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)
- 6 Winning Strategies For Your Roth - August 3, 2018
- The Tax Code is Changing. Should your Retirement Plan? - June 29, 2018
- 2018 Tax Reform Bill: How the New Tax Reform Will Affect You - January 11, 2018
Interesting article from Bloomberg “The Hugely Profitable, Wholly Legal Way to Game the Stock Market” Our clients know this as the…
Read MoreLatest posts by James Twining (see all)
- The Nature of American Tariffs - October 15, 2018
- Understanding Rates of Return - August 30, 2018
- The Risk Illusion - May 15, 2018
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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