Just How Do We Plan Investments at Planning Capital?

Advisors who lack a disciplined approach in search of investment performances or hot trends will eventually end up losing their clients’ trust due to uncertainty.  We utilize a methodical approach in creating investment portfolios, monitoring performances, and rebalancing portfolios periodically….

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Financial Planning Lessons We Learned from Classic Lit

Books have been known to help develop greater capacities for empathy, strengthen the brain and prevent cognitive decline, and even reduce stress and help us enjoy longer lives. But we also found a few unexpected financial lessons in some of…

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Cowboys and Market Crashes

Post by Paul McClatchy It’s a rule in nature that systems strive for balance. When exogenous shocks occur, the system may alter but an equilibrium eventually is reached. Human systems, like the market, usually operate the same way. During the late 90s,…

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Bull Markets Don’t Die of Old Age

But this one died from a virus. Well, here we are; officially in the throes of the 2020 bear market. In our October 2019 quarterly letter, we pointed out some recession indicators (notably the inverted yield curve) but remained optimistic…

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