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Blog Archive

10/8/2020 How to Apply Holistic Thinking to Your Financial Plan
Many firms in the Financial Services Industry put much of their energies toward 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
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
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