Plan By Numbers Blog

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

Tucson Monsoon – 2019 Update

Posted November 27, 2019 by Denis Smirnov

A quick Tucson monsoon update for 2019

Posted October 9, 2019 by Denis Smirnov

We look at which bonds do best in stock market downturns. Higher quality (especially Treasuries) and longer maturity bonds are better at defense.

Posted September 12, 2019 by Denis Smirnov

Comparing stocks with bonds and how they act relative to each other to offer better investing outcomes

Posted July 31, 2019 by Denis Smirnov

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

Posted May 23, 2019 by Denis Smirnov

Despite swings in sentiment market fundamentals remain strong, but is there room for further improvement?

Posted February 7, 2019 by Denis Smirnov

Despite market volatility, the economy remained on solid footing in 2018

Posted January 25, 2019 by Denis Smirnov

USA was the best house in a bad neighborhood while every foreign flavor had a negative return, after 2017 being a banner year across the board

Posted January 17, 2019 by Denis Smirnov

Reviewing top performing sectors and stocks of 2018

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.