Just How Do We Plan Investments at Planning Capital?

Advisors who lack a disciplined approach in search of investment performances or hot trends will eventually end up losing their clients’ trust due to uncertainty.  We utilize a methodical approach in creating investment portfolios, monitoring performances, and rebalancing portfolios periodically….

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When Should You Think about a Financial Advisor?

When we all started our careers, our choices were fairly simple:       Don’t spend more than you make.       Use the company 401(k).       Start saving a little on the side for purchases. As…

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Financial Planning Lessons We Learned from Classic Lit

Books have been known to help develop greater capacities for empathy, strengthen the brain and prevent cognitive decline, and even reduce stress and help us enjoy longer lives. But we also found a few unexpected financial lessons in some of…

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Cowboys and Market Crashes

Post by Paul McClatchy It’s a rule in nature that systems strive for balance. When exogenous shocks occur, the system may alter but an equilibrium eventually is reached. Human systems, like the market, usually operate the same way. During the late 90s,…

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