Schedule A Call Client portal

Blog Archive

Planning Capital's July 2022 Quarterly Conversation video recap
8/1/2022 July 2022 Quarterly Conversation Video Recap
Catch July’s Quarterly Conversation on video! This time, we have a special sur More
6/1/2022 How to Lower Your Tax Bracket AND take your (RMDs) Required Minimum Distribution
Post by Richard Bell, Partner, Senior Financial Planner Each year around tax More
5/17/2022 April 2022 Quarterly Conversation Video Recap
In our latest Quarterly Conversation with Rick Bell and Dan Brady, we covered: 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
5/13/2021 3 Hard Financial Questions to Ask Yourself Before a Divorce
Post by David A. Emery, CFP®, CDFA® When it comes to divorce, the question of 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
1/19/2021 How Much Does it Cost to Work with a Financial Advisor?
Financial planning, investments, and money matters can be a complex subject for More
9/25/2020 Just How Do We Plan Investments at Planning Capital?
Advisors who lack a disciplined approach in search of investment performances or 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
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