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 financial industry that “investment products are sold, never bought”. The gist of this was that most people were pressured into investments they didn’t need, want,…

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The Who – and the Why – of Planning Capital

Recently, we had a new addition to the Planning Capital Management team, Paul McClatchy. Paul joined us as a Senior Financial Planner just a short while ago, and at a recent meeting he happened to bring up his reasons for…

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