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Blog Archive

10/28/2022 Holding a Productive Family Meeting
When it comes to the plans that aging parents put in place to delineate how thei More
9/7/2023 Grey Divorce: What It Is and How to Get through It with Your Lifestyle Intact
Picture this: you and your spouse are approaching retirement. The kids are moved More
8/9/2022 Dave Emery Takes a Trip to Washington to Fight for Financial Education
Last month, Dave Emery took a trip to Washington, DC. The goal? To talk to local More
9/14/2021 3 Questions You Should Be Asking Your Financial Advisor
Like many other facets of your life, your financial situation will likely change 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
Commentary
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
10/21/2022 Commentary – 2022 4th Quarter
7/20/2022 Commentary – 2022 3rd Quarter
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