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April 2023 Quarterly Conversation Video Recap


2023 kicked off better than we anticipated, with healthy numbers across the board for the US economy. But what does that mean?

Watch our second Quarterly Conversation of 2023, now on video, to hear:

  • Our thoughts on the slow-rolling bank crisis. Plus, we explain how it happened in the first place, and take a deep dive into the systemic problem still facing US banks.
  • Interest rates: We don’t expect the Fed to cut rates any time soon!
  • Where the market is headed, and why we expect to see a slow-growth environment.
  • Yes, we do see light at the end of the tunnel!

Watch the full webinar for more.

Like what you see? Join us live for our next Quarterly Conversation July 20, 4 pm on Zoom, where we’ll be discussing the National Debt Level (and more)! These hour-long webinars are a perfect chance to talk to Dan and Rick about the current state of the markets, and any other pressing financial concerns you may have. RSVP here.

Would you like to see other great video content from the Planning Capital Team? Check out our YouTube Channel here.

To receive future invites to events, as well as updates on the latest content from our team, subscribe to the Planning Capital Newsletter here.

Planning Capital Management Corp is a Registered Investment Advisor with the SEC, and we are held to a fiduciary standard with all of our clients. We offer full financial planning in conjunction with investment advice and portfolio management. Should you have any questions or concerns about current market conditions, or just general financial planning questions, schedule a call with us!