Category: Investment Insights

Expect the Unexpected

In this Investment Insights, author and Chief Investment Officer, John R. Hooper, discusses when elites fail, populists need to avoid taking a wrong turn, central bankers have cultivated a casino-like atmosphere and to chase the future, not the past performance.

Year-End Tax-Planning Report: December 2016

As we near the end of 2016, there may be an opportunity to reduce your income taxes if you act before the end of the year.  The election of Mr. Trump will likely result in significant changes to the income tax code.

Growing & Protecting Wealth in a Lower-Return World

Fall 2015 article reviews why diversified portfolios may now be making a comeback in style, the best measure of a portfolio’s true value is their sustainable income stream it is likely to deliver, and key strategies for improving an investor’s lifestyle and portfolio over the long run.

Winter 2014: Annual 3-5 Year Investment Outlook

Winter 2014. Continuing our approach that has served Plan Financial’s clients well for almost 30 years, our annual 3-5 year outlook for the global economy provides the guardrails for how, where, why and when we invest the funds that you have entrusted to us.