Planning Capital
Your Direct Line to Financial Guidance We create meaningful and lasting personal relationships that serve as the foundation for your financial planning.
11/25/2024
Where do you envision your legacy in 2025 and beyond? Consider your financial goals in light of the life you’re building—for yourself and for those you love.
The end of the year is a perfect time to revisit your financial strategy—ensuring it aligns seamlessly with your evolving goals, lifestyle, and legacy. Consider reaching out to our team for an end-of-the-year wealth checkup and see how your financial plan might evolve right along with you.
https://planningcapital.com/schedule-a-call/
11/14/2024
Cybersecurity is important for small businesses, too, as the amount of cyber attacks increases. Please take a minute to read these helpful tips on how to stay prepared, courtesy of Inc.
3 Simple Ways Small Businesses Can Defend Against Cyberattacks Small companies are increasingly in hackers' crosshairs, but there are steps you can take to boost your security right away.
The economy is in good shape. Real GDP growth is 2.5% for the third quarter, year-to date the S&P 500 is up about 22% as of the end of the third quarter: as of right now it does appear that inflation has peaked, and we will avoid a hard recession.
Watch our fourth Quarterly Conversation of 2024, now on video, to hear the Planning Capital team on:
- Understanding how the business cycle affects the economy as a whole.
- Why we think the Fed cut interest rates by 50 basis points instead of the expected 25.
- Why we think the unemployment rate will be important to future rate cut decisions.
- How the real estate market might be the economy's saving grace this time around!
- And finally, what an election year means from an investment perspective.
10/24/2024
Did you know that working with Planning Capital gives you access to a client portal where you can track all of your earnings from one place? Learn more about how our team of financial advisors make use of forward-thinking technology. Schedule a call with us.
Client portal - Planning Capital Planning Capital Managment provides all the tools you need for Financial Planning at your fingertips. Simply login to your accounts and track your earnings.
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Website
Address
1515 Market Street, Suite 1200
Philadelphia, PA
19102
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
| Saturday | 9am - 6pm |
| Sunday | 12pm - 4pm |
