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OliverPlanning

  1. @Vanguard_FA I do understand, but new clients will now have to look outside Vanguard for long-term high-yield exposure. 3:29 PM May 24th via Twitter for iPhone in reply to Vanguard_FA
  2. Irritated by the closing of Vanguard High-Yield Corporate to new investors. @Vanguard_FA 12:37 PM May 24th via web
  3. @GibbsFinancial You available for lunch? 10:31 AM May 9th via Twitter for iPhone in reply to GibbsFinancial
  4. @GibbsFinancial Just got in this afternoon. Catching up on work tonight but will find you tomorrow! 4:10 PM May 8th via Twitter for iPhone in reply to GibbsFinancial
  5. At @NAPFA national conference in Chicago. 3:32 PM May 8th via Twitter for iPhone
  6. @mint mutual fund = pooled investment for fee 5:45 PM Apr 17th via Twitter for iPhone in reply to mint
  7. New post: Organizing Your Papers Seminar (bit.ly/A2uHUX) 7:48 AM Jan 10th via OFP Blog
  8. Learn about choosing a cost basis method for your taxable investments: bit.ly/tQTFX5 9:56 AM Dec 15th, 2011 via web
  9. New post: Talking Mortgages with Kim Clugston (bit.ly/uEy0xA) 10:44 AM Dec 13th, 2011 via OFP Blog
  10. Quoted in this @GRSblog blog post on managing cash flow: bit.ly/sTuCiN 10:38 AM Nov 17th, 2011 via web
  11. Make savings a fixed expense rather than saving what's left over. 7:43 AM Oct 14th, 2011 via web
  12. Join me in the cloud! I upgraded my FilesAnywhere account and received 1 GB free! Get yours here: filesanywhere.com/PricingPage.as… via @filesanywhere 7:08 AM Oct 11th, 2011 via Tweet Button
  13. @ColeFinancial Nice work, Scott! 10:06 AM Sep 8th, 2011 via web in reply to ColeFinancial
  14. New post: Pick A Number (bit.ly/pPXGbS) 9:46 AM Sep 7th, 2011 via OFP Blog
  15. Post Edited: Kickstand (http://bit.ly/lOju6Q) 9:46 AM Jun 28th, 2011 via OFP Blog
  16. New post: Kickstand (http://bit.ly/lOju6Q) 9:24 AM Jun 28th, 2011 via OFP Blog
  17. I'm loving @Dropbox for sharing files between work and home. 2GB account is free! http://db.tt/qbiNeEX 1:27 PM Apr 28th, 2011 via Dropbox