Plan By Numbers Blog

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

2019 Mid-Year Review

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.

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