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Blog Archive

2/21/2022 Financial and Legal Strategies to Protect Assets: the Do’s and Don’ts
The average cost of nursing home care in PA is over $176,000. It is easy to see More
July 2023 Quarterly Conversation is July 20 on Zoom
4/25/2023 July 2023 Quarterly Conversation
RSVP for our next Quarterly Conversation on July 20, 2023, 4 pm on Zoom, where w More
Apr 2023 Quarterly Conversation now on video
4/25/2023 April 2023 Quarterly Conversation Video Recap
2023 kicked off better than we anticipated, with healthy numbers across the boar More
come in we're open sign
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
5/5/2020 Cowboys and Market Crashes
Post by Paul McClatchy It’s a rule in nature that systems strive for balanc 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
All Commentary