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Blog Archive

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
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