Plan By Numbers Blog

Financial Planning simply illustrated by numbers, at our companion blog written by Denis Smirnov.

2018 Review: Significant Events and Major Asset Classes

Posted January 10, 2019 by Denis Smirnov

Reviewing major stories of 2018 and how they affected the major asset class performance

Posted December 6, 2018 by Denis Smirnov

After doing dozens of planning sessions, I wanted to summarize some of the tax planning opportunities and pitfalls that come up over and over again.

Posted October 24, 2018 by Denis Smirnov

A quick Tucson monsoon update for 2018

Posted September 10, 2018 by Denis Smirnov

After hitting trillion dollar market values will Apple, Amazon and friends continue their rise or will they be checked?

Posted July 24, 2018 by Denis Smirnov

After years of near-zero interest rates, investors are finally starting to see some options to make a little income on their cash

Posted June 19, 2018 by Denis Smirnov

Some observations from my performance spreadsheets on how things are going year-to-date in various investment areas

Posted May 4, 2018 by Denis Smirnov

Looking at the history of 30-year mortgage rates, where they might be headed and how much it will cost homebuyers

Posted March 21, 2018 by Denis Smirnov

Reviewing strategies to preserve some of the investment fees deduction under the new tax law

Posted February 8, 2018 by Denis Smirnov

The economy finished 2017 on solid footing, tax reform to add more “oomph”

Posted January 29, 2018 by Denis Smirnov

Emerging and Frontier Markets led to the upside in 2017, except Russian & Venezuela that is