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Blog Archive

8/4/2021 Quarterly Conversation: October 2021
These hour-long webinars are a perfect chance to talk to Dan and Rick abou More
4/29/2022 Quarterly Conversation July 2022
These hour-long webinars are a perfect chance to talk to Dan and Rick ab 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
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
Commentary
7/20/2022 Commentary – 2022 3rd Quarter
4/21/2022 Commentary – 2022 2nd Quarter
1/21/2022 Commentary – 2022 1st Quarter
10/21/2021 Commentary – 2021 4th Quarter
7/22/2021 Commentary – 2021 3rd Quarter
4/21/2021 Commentary – 2021 2nd Quarter
All Commentary