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October 2023 Quarterly Conversation Video Recap


With so much going on in the news right now, so much of it related to the economy, and so many ways to interpret it, where does that leave your investment strategy?

Watch our fourth Quarterly Conversation of 2023, now on video, to hear the Planning Capital team on:

  • Why do we keep hearing the term “soft landing”?
  • How do we interpret all the threads tugging on the economy right now – the Fed’s moves, stock market performance, the auto workers’ strike, the return of student loan payments, and so much more?
  • What does yield-curve inversion have to do with a recession?
  • What does all this mean for your investment strategy?

(BONUS: Our predictions for the Phillies season! Just kidding, of course. Go Phils!)

Like what you see? Join us live for our next Quarterly Conversation Thursday, January 18, 4 pm on Zoom! These hour-long webinars are a perfect chance to talk to Dan Brady and Rick Bell about the current state of the markets, and any other pressing financial concerns you may have. RSVP here.

Would you like to see other great video content from the Planning Capital Team? Check out our YouTube Channel here.

To receive future invites to events, as well as updates on the latest content from our team, subscribe to the Planning Capital Newsletter here.

Planning Capital Management Corp is a Registered Investment Advisor with the SEC, and we are held to a fiduciary standard with all of our clients. We offer full financial planning in conjunction with investment advice and portfolio management. Should you have any questions or concerns about current market conditions, or just general financial planning questions, schedule a call with us!