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7/23/2024
July 2024 Quarterly Conversation Video Recap
Watch our third Quarterly Conversation of 2024, now on video, to hear the Planning Capital team on: There’s a strong market concentration in the top 5 stocks in the S&P 500. What does this mean for overall market performance? Inflation has a lot of implications for portfolios. We look at how components like housing, food, and energy are likely to affect interest rates, consumer sentiment, and more. The Fed is likely to cut rates, but not keep cutting rates. We take a look at why we More
August

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October 2024
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4/22/2024 April 2024 Quarterly Conversation Video Recap
Watch our second Quarterly Conversation of 2024, now on video, to hear the Plann More
4/1/2024 Maximizing Financial Outcomes in Collaborative Law Cases
Collaborative law is an alternative method of dispute resolution in divorce and More
1/24/2024 January 2024 Quarterly Conversation Video Recap
Watch our first Quarterly Conversation of 2024, now on video, to hear the Planni More
1/11/2024 Empower Your Finances: A New Year's Resolution
Welcome to a new year, filled with opportunities for growth and success. As you More
Commentary
7/9/2024 Commentary – 2024 3rd Quarter
4/11/2024 Commentary – 2024 2nd Quarter
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
All Commentary
12/18/2023 Maximizing Your Impact: The Power of Charitable Donations in Tax Planning
As you navigate the complexities of financial planning in the prime of your care More
11/21/2023 Ten End-of-Year Steps You Can Take to Improve Your Financial Well-Being
Financial planning is an ongoing process, but there are several steps you can ta More
10/20/2023 October 2023 Quarterly Conversation Video Recap
With so much going on in the news right now, so much of it related to the econom More

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