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Blog Archive

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
1/13/2020 The Who – and the Why – of Planning Capital
Recently, we had a new addition to the Planning Capital Management team, Paul Mc 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
12/18/2015 Year-End Financial Checklist
When you’re making your list and checking it twice, don’t forget to review t 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