But this one died from a virus. Well, here we are; officially in the throes of the 2020 bear market. In our October 2019 quarterly letter, we pointed out some recession indicators (notably the inverted yield curve) but remained optimistic…
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Market Update: Bad Stuff Equals Bad Market
One explanation of the 2008 financial crisis is that people paid too much for houses and lending standards were too lenient. That is a simple story, but it is a genuinely inadequate explanation. The crisis was not confined to people…
Read MoreThe Who – and the Why – of Planning Capital
Recently, we had a new addition to the Planning Capital Management team, Paul McClatchy. Paul joined us as a Senior Financial Planner just a short while ago, and at a recent meeting he happened to bring up his reasons for…
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Raising Financially Aware Kids: A Video Recap from October’s Event
Last month, we hosted a lecture on the topic of “Raising Financially Aware Kids“, where guest speaker Teresa Stewart covered everything from when to start talking to your kids about money, to the best approaches on how to help them…
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3 Tips to Prep your Finances for the End of the Year
Yes, it’s only October, but that doesn’t mean you shouldn’t be taking some steps now to get your finances in good shape for the end of year. We pulled together our top three recommendations for what to focus on, courtesy…
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