Schedule A Call Client portal

Blog Archive

9/14/2021 3 Questions You Should Be Asking Your Financial Advisor
Like many other facets of your life, your financial situation will likely change More
5/13/2021 3 Hard Financial Questions to Ask Yourself Before a Divorce
Post by David A. Emery, CFP®, CDFA® When it comes to divorce, the question of More
4/14/2021 A Q&A with Planning Capital’s Dave Emery
Meet Dave Emery, the newest member of the Planning Capital team. Dave has had a More
1/19/2021 How Much Does it Cost to Work with a Financial Advisor?
Financial planning, investments, and money matters can be a complex subject for More
Commentary
7/22/2021 Commentary – 2021 3rd Quarter
4/21/2021 Commentary – 2021 2nd Quarter
1/25/2021 Commentary – 2021 1st Quarter
10/22/2020 Commentary – 2020 4th Quarter
7/27/2020 Commentary – 2020 3rd Quarter
4/15/2020 Commentary – 2020 2nd Quarter
All Commentary