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Blog Archive

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
7/28/2020 Financial Planning Lessons We Learned from Classic Lit
Books have been known to help develop greater capacities for empathy, strengthen More
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6/17/2020 What You Need to Qualify for Loan Forgiveness under the Paycheck Protection Program
There are still a fair amount of unknowns and ambiguities surrounding the Payche 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
3/13/2020 Bull Markets Don’t Die of Old Age
But this one died from a virus. Well, here we are; officially in the throes o More
3/10/2020 Market Update: Bad Stuff Equals Bad Market
One explanation of the 2008 financial crisis is that people paid too much for ho 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
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