Plan Financial

09/08/2022

Be sure to check out our NEW PODCAST, with wealth managers, Isaac Halls and Joel Hooper!

With run-away energy prices in Europe as a result of conflict with Russia, the risks to a significant downturn in the global economy continue to increase. On this episode, Isaac and Joel breakdown the turmoil taking place across the globe and what it could mean for a US economy that is already on the verge.

With run-away energy prices in Europe as a result of conflict with Russia, the risks to a significant downturn in the global economy continue to increase. On this episode, Isaac and Joel breakdown the turmoil taking place across the globe and what it could mean for a US economy that is already on th...

06/24/2022

New Post Cast Out! Click to listen in.

With the economy seemingly flying into very choppy conditions, the Federal Reserve is doing everything they can to fight off inflation. However, will the rising of interest rates to combat the inflation, send the economy and markets into a tailspin? Is a recession imminent? On this episode of Breaki...

03/15/2022

New pod cast from Wealth Managers, Isaac Halls and Joel Hooper! Check it out!

As prices of everyday goods seemingly only continue to increase at a rapid pace, most are calling for this inflation to be long lasting. However, a look into one of the most accurate predictors, the treasury market, we can see that there may be a different story unfolding on inflation. While the bon...

10/28/2021

Just in time for Halloween! New Blog Post - check it out!

Fear and greed are powerful motivators – some say the most powerful. In his book, World War Z, Max Brooks argues that fear is simply the other side of greed: the fear of missing out. Or, as our acronym-loving generation call it now: FOMO. Is Brooks right? Is our motivation always fear or the fear ...

08/11/2021

New Blog Post!!

In Disney’s newest show Loki, we are introduced to variants. Variants are people who deviate from their predetermined roles in the unfolding of history. When these so-called variants arise, they are promptly dispensed with by the Time Variance Authority (TVA). Loki is one such variant, and accordi...

06/09/2021

Over 20 years ago, Warren Buffett, chairman of Berkshire Hathaway, gave a speech on the stock market—a rare subject for him to discuss publicly. His main points during that July 1999 speech concerned two consecutive and amazing periods that American investors had experienced, and his belief that r...

05/12/2021

New Blog Post! Check it out!

“You can check out any time you like, but you can never leave.” Hotel California, The Eagles Last week it was reported that 45 people were killed while leaving a Jewish festival at Mount Meron. The annual religious festival attracts around 100,000 people. Its history dates to the Jewish resistan...

04/14/2021

New Blog Post!!!

"The price you pay determines your future returns” is an old adage in financial literature. This is a simple way of saying that when you buy at high prices, your future returns are lower. Conversely, when you buy at low prices, your future returns are higher. Buy low, sell high. It all sounds righ...

02/01/2021

New Investment Insights from our Chief Investment Officer, Jack Hooper!

by John R. “Jack” Hooper, Chief Investment Officer Key Takeaways: U.S. Election Results: Warnings of a “Blue Wave” turns out to be a blue ripple, while vaccinations and fiscal support will likely only provide a transitory splash in economic activity. With a number of large wave sets about to...

12/11/2020

We are so blessed to be able to help our local businesses and restaurants. accepted with pleasure!

12/11/2020

12/09/2020

Much love for our restaurants and small businesses this holiday season!! We want to demonstrate our love and care for a local company that has worked tirelessly to serve and bring so much joy to our family gatherings, as well as our corporate events.

We challenge other businesses, especially those which have been deemed as an “essential business” and that have been able to remain open throughout the pandemic, to consider foregoing their planned Christmas party and donate the funds to a favorite local restaurant of their choice. Let’s all show these businesses, which have been so devastated by the pandemic this year, the power of love and community.

Please feel free to share your pictures and videos of the small businesses that you’re supporting by using the hashtag, . These restaurants have been there for us. Let’s now be there for them!

Plan Financial just had to CANCEL their scheduled Christmas Party at Vino, however, they decided to DONATE the funds to our restaurant!!!

A HUGE thank you to the team at Plan Financial! This is such a humbling and kind gesture.

The Challenge is on! We encourage businesses to donate their Christmas party funds to local restaurants, instead of just canceling them. 🍷🖤