Schedule A Call Client portal

Blog

NEW
10/8/2020
How to Apply Holistic Thinking to Your Financial Plan
Many firms in the Financial Services Industry put much of their energies toward investment management and accumulating assets under management, “AUM”. At those firms “Financial Planning” plays a minor role; it’s usually a loss leader to entice use of a firm’s investment management and increase its assets under management. Once a plan has been created, it’s usually reviewed with a client, then forgotten. Here at Planning Capital, we strongly adhere to the principles of “Holisti More
September

October 2020

November
MO
TU
WE
TH
FR
SA
SU
28
29
30
1
2
3
4
Events for October

1

No Events
Events for October

2

No Events
Events for October

3

No Events
Events for October

4

No Events
5
6
7
8
9
10
11
Events for October

5

No Events
Events for October

6

No Events
Events for October

7

No Events
Events for October

8

No Events
Events for October

9

No Events
Events for October

10

No Events
Events for October

11

No Events
12
13
14
15
16
17
18
Events for October

12

No Events
Events for October

13

No Events
Events for October

14

No Events
Events for October

15

No Events
Events for October

16

No Events
Events for October

17

No Events
Events for October

18

No Events
19
20
21
22
23
24
25
Events for October

19

No Events
Events for October

20

No Events
Events for October

21

No Events
Events for October

22

No Events
Events for October

23

No Events
Events for October

24

No Events
Events for October

25

No Events
26
27
28
29
30
31
1
Events for October

26

No Events
Events for October

27

No Events
Events for October

28

Events for October

29

No Events
Events for October

30

No Events
Events for October

31

No Events
October 2020
No event found!
Load More
9/25/2020 Just How Do We Plan Investments at Planning Capital?
Advisors who lack a disciplined approach in search of investment performances or More
9/1/2020 When Should You Think about a Financial Advisor?
When we all started our careers, our choices were fairly simple: Don’t sp More
7/28/2020 Financial Planning Lessons We Learned from Classic Lit
Books have been known to help develop greater capacities for empathy, strengthen More
6/17/2020 What You Need to Qualify for Loan Forgiveness under the Paycheck Protection Program
There are still a fair amount of unknowns and ambiguities surrounding the Payche More
Commentary
10/22/2020 Commentary – 2020 4th Quarter
7/27/2020 Commentary – 2020 3rd Quarter
4/15/2020 Commentary – 2020 2nd Quarter
1/16/2020 Commentary – 2020 1st Quarter
10/9/2019 Commentary – 2019 4th Quarter
7/28/2019 Commentary – 2019 3rd Quarter
All Commentary
5/5/2020 Cowboys and Market Crashes
Post by Paul McClatchy It’s a rule in nature that systems strive for balanc More
4/10/2020 The Fiduciary Standard: What it Is and Why it Matters
Post by Paul McClatchy There is an old axiom from the early days of the finan More
3/13/2020 Bull Markets Don't Die of Old Age
But this one died from a virus. Well, here we are; officially in the throes o More

ARCHIVES