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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
Advisors who lack a disciplined approach in search of investment performances or More
When we all started our careers, our choices were fairly simple:
Don’t sp More
Books have been known to help develop greater capacities for empathy, strengthen More
There are still a fair amount of unknowns and ambiguities surrounding the Payche More
Commentary
All 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
5/5/2020
Cowboys and Market Crashes
Post by Paul McClatchy
It’s a rule in nature that systems strive for balanc More
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