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Watch our first Quarterly Conversation of 2024, now on video, to hear the Planning Capital team on:
What's been driving inflation?
Are interest rates going to go down?
What was driving the markets in 2023?
Plus, we discuss our 2024 outlook on: the labor market, earnings, inflation factors, interest rate trajectory, broadening returns, & more.
Like what you see? Join us live for our next Quarterly Conversation Thursday, April 18, 4 pm on Zoom! These hour-long webinars are a More
Welcome to a new year, filled with opportunities for growth and success. As you More
As you navigate the complexities of financial planning in the prime of your care More
Financial planning is an ongoing process, but there are several steps you can ta More
With so much going on in the news right now, so much of it related to the econom More
Commentary
All Commentary
1/10/2024
Commentary – 2024 1st Quarter
10/13/2023
Commentary – 2023 4th Quarter
7/13/2023
Commentary – 2023 3rd Quarter
4/14/2023
Commentary – 2023 2nd Quarter
1/12/2023
Commentary – 2023 1st Quarter
10/21/2022
Commentary – 2022 4th Quarter
9/26/2023
The 10 Year Plan
Post by Richard Bell, Partner, Senior Financial Planner
A 10-year financial p More
Picture this: you and your spouse are approaching retirement. The kids are moved More
We saw a surprising start to 2023, with the end of the 2nd Quarter seeing the S& More