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Blog Archive

5/17/2022 April 2022 Quarterly Conversation Video Recap
In our latest Quarterly Conversation with Rick Bell and Dan Brady, we covered: More
4/14/2021 A Q&A with Planning Capital’s Dave Emery
Meet Dave Emery, the newest member of the Planning Capital team. Dave has had a More
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 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
come in we're open sign
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
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
3/10/2020 Market Update: Bad Stuff Equals Bad Market
One explanation of the 2008 financial crisis is that people paid too much for ho More
11/27/2019 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" More
End of year financial checklist.
10/3/2019 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 More
Commentary
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
1/12/2023 Commentary – 2023 1st Quarter
All Commentary