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Blog Archive

10/28/2022 October 2022 Quarterly Conversation Video Recap
Catch October’s Quarterly Conversation on video! We'll recap themes from our m More
9/28/2022 Lessons from 13,000 Feet
Author Jay D. Ahlbeck, CLU®, ChFC® │ Senior Financial Planner I am not an More
8/9/2022 Dave Emery Takes a Trip to Washington to Fight for Financial Education
Last month, Dave Emery took a trip to Washington, DC. The goal? To talk to local More
Planning Capital's July 2022 Quarterly Conversation video recap
8/1/2022 July 2022 Quarterly Conversation Video Recap
Catch July’s Quarterly Conversation on video! This time, we have a special sur More
6/1/2022 How to Lower Your Tax Bracket AND take your (RMDs) Required Minimum Distribution
Post by Richard Bell, Partner, Senior Financial Planner Each year around tax More
5/17/2022 April 2022 Quarterly Conversation Video Recap
In our latest Quarterly Conversation with Rick Bell and Dan Brady, we covered: More
5/3/2022 The Best Way to Apply for College as a Family? Have a Plan
Post by David A. Emery, CFP®, CDFA® We talk a lot about the importance of hav More
Commentary
1/12/2023 Commentary – 2023 1st Quarter
10/21/2022 Commentary – 2022 4th Quarter
7/20/2022 Commentary – 2022 3rd Quarter
4/21/2022 Commentary – 2022 2nd Quarter
1/21/2022 Commentary – 2022 1st Quarter
10/21/2021 Commentary – 2021 4th Quarter
All Commentary