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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
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
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
Commentary
7/22/2021 Commentary – 2021 3rd Quarter
4/21/2021 Commentary – 2021 2nd Quarter
1/25/2021 Commentary – 2021 1st Quarter
10/22/2020 Commentary – 2020 4th Quarter
7/27/2020 Commentary – 2020 3rd Quarter
4/15/2020 Commentary – 2020 2nd Quarter
All Commentary