2021-01-15 17:08
If 2020 taught personal investors anything, it’s that managing your own investment portfolio is a dangerous game.
The typical DIY-investor relies upon news cycles, hunches, and emotion… Read More
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Financial Planning Blog By Financial Plan, Inc® Blog
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In-depth commentary on relevant financial topics, including investment options, retirement, tax planning, and estate planning, along with pertinent anecdotes from local and global financial news.
2021-01-08 18:50
Charting a course in uncertain times
2020 was a roller coaster of a year with markets starting strong only to be disrupted by COVID-19, resulting in the fastest drop to a bear market in hist… Read More
2020-12-09 21:04
Our quarterly update for Fall 2020
Fall 2020 Newsletter
The post Fall 2020 Newsletter appeared first on Financial Plan, Inc Read More
2020-12-07 21:35
Every so often, something occurs that changes the way we invest, and we think it best to keep our clients informed regarding these changes. This year, one such change occurred:
The Securitie… Read More
2020-12-04 18:59
Read the summer update from FP Inc…And OH what a summer it has been!
SUMMER 2020 NEWSLETTER
The post Summer Newsletter 2020 appeared first on Financial Plan, Inc Read More
2020-09-18 20:51
At Financial Plan, we are analytical to a fault when evaluating investments. We continually ask the question: “Are we populating our accounts with optimal securities, or are ther… Read More
2020-08-10 18:29
You’ve seen the declaration splashed across headlines, “This time is different!” Public perception surrounding the first half of this year and predicting the next has been… Read More
2020-07-16 20:56
Heard any bad financial news lately? Of course you have! But what if I told you the U.S. stock market recently enjoyed its best 50-day rally on record, ever?
If you missed the positive finan… Read More
2020-03-30 23:16
Late last week, the federal government passed an 883-page, $2.2T bill dubbed the CARES Act (Coronavirus Aid, Relief and Economic Security). Included in this big money is a $500 billion lendi… Read More
2020-03-04 19:31
Over the past week, the global markets have seen a rapid drop in value due to fears about the spread and impact of Novel Coronavirus, 2019-nCoV. The coronavirus is a rapidly spreading, acute… Read More
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