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Blog Archive

5/13/2021 3 Hard Financial Questions to Ask Yourself Before a Divorce
Post by David A. Emery, CFP®, CDFA® When it comes to divorce, the question of More
1/19/2021 How Much Does it Cost to Work with a Financial Advisor?
Financial planning, investments, and money matters can be a complex subject for 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
9/25/2020 Just How Do We Plan Investments at Planning Capital?
Advisors who lack a disciplined approach in search of investment performances or 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
7/28/2020 Financial Planning Lessons We Learned from Classic Lit
Books have been known to help develop greater capacities for empathy, strengthen More
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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
5/5/2020 Cowboys and Market Crashes
Post by Paul McClatchy It’s a rule in nature that systems strive for balanc More
4/10/2020 The Fiduciary Standard: What it Is and Why it Matters
Post by Paul McClatchy There is an old axiom from the early days of the finan 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