Planning Capital

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 Planning Capital's Richard Bell Jr and Daniel Brady, MBA/CFP® 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. https://lnkd.in/eiDSdNyJ #PlanningCapital #useconomy #financialplanning

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. https://lnkd.in/e5QPVSsJ

October isn’t just for vineyard getaways and cozy fireside evenings—it’s also your chance to make smart moves that can preserve and grow your wealth before the year ends. Whether it's maximizing charitable giving, harvesting tax losses, or optimizing your estate plan, the right strategies now can set the stage for long-term success. 🍁 Ready to elevate your financial game? Tap the link below to discover 8 year-end tax-saving tips tailored for the affluent investor. Because true luxury is not just about what you own—it's about how you plan for the future. #FinancialPlanning #TaxStrategies #WealthManagement #EndOfYearTips #LuxuryFinance #LegacyBuilding https://lnkd.in/dWMQXDue

TODAY at 4 pm! Join Senior Financial Planners Richard Bell Jr and Daniel Brady, MBA/CFP® for October’s Quarterly Conversation. There’s still time to register now for today’s installment of our free webinar series: https://lnkd.in/eYH3HKNZ

You’re probably tired of hearing us say this in all of our Quarterly Conversations of late, but the election really does NOT matter for the economy in the short term. And no matter what your politics, this is GOOD news…it means election cycles aren’t a reason to panic about your portfolio performance! Read a little more on why that is, courtesy of Inc: https://lnkd.in/e3N69VEB

Daniel Brady, MBA/CFP® talks a lot about the yield curve. If you’ve attended one of our Quarterly Conversations, you’ll know it as a potential harbinger of recessions. Here, Business Insider talks about how investors are reacting to the recent appearance of the recession indicator. https://lnkd.in/eMu374mU

Bring all your finance and economy questions to Richard Bell Jr and Daniel Brady, MBA/CFP®. Our Quarterly Conversations are a great, informal way to get an expert opinion on what’s causing you financial stress - whether it’s the election or your retirement plan. RSVP now for Oct 17, 4 pm on Zoom: https://lnkd.in/eYH3HKNZ

Inflation news is everywhere. If you find yourself in need of an easy-to-follow recap of all the key points, check out this recent piece by The Associated Press. https://lnkd.in/gx6wY45P

We are less than a month away from our next Quarterly Conversation. RSVP at the link to join Richard Bell Jr and Daniel Brady, MBA/CFP® for our regular webinar series and stay up-to-date on everything you need to know about the economy (and more importantly, what it means for your investment portfolio). https://lnkd.in/gwhDMS9x #PlanningCapital #livewebinar #finanancialplanning

Summer may be over, but this advice is evergreen. How to take a working vacation (and still relax!) courtesy of Harvard Business Review: https://lnkd.in/gA8ysQ2n