There is a certain resilience required to navigate financial markets, one that closely resembles the quiet, rigorous discipline behind horse racing. In racing, the real work happens long before the gates open and winning is rarely about one magical decision, but rather the result of a repeatable process executed daily. There are no shortcuts, no…

Given the significant moves unfolding in markets, Plan to Invest Capital Management has heard important questions about what this means for client portfolios. Please continue to reach out to us with any questions and concerns, but we also want to recap some of the more frequent questions – and their answers – in the hopes…

What are the odds you would forget about $1 million? Nonsense, you might say. What kind of person would forget about any amount of money, let alone that sum? Well, before one rushes to judgement, consider this article about so-called forgotten 401(k) retirement accounts. How to Find Forgotten 401(k) Retirement Accounts When a worker changes…

A powerful motivator for many parents is a desire to have their children’s upbringing to be better than their own. Better schools, a nicer house, more toys, and better vacations are all things many of us wish for our kids to experience – especially if we didn’t have these things in our own childhood. And…

With headlines dominated by geopolitical tensions and recent U.S. military actions, investors are once again asking a familiar question: What does war mean for markets? Data from Nasdaq Dorsey Wright provides historical context by analyzing how various asset classes have behaved following major U.S. military escalations over the past century. The findings may surprise investors…

If there’s one universal truth in investing, it’s this: nobody actually knows what’s going to happen next. That doesn’t stop Wall Street, the media, or your neighbor with the new day-trading setup from trying. In our view, it’s a whole lot of “6-7,” as the kids are saying these days. In reality, financial markets have a…

Right now it feels like this year we’ve been living in a financial version of “La La Land.” Even the historically seasonal instability of September and October failed to materialize. Like the part in a movie where everything seems fine, even as the ominous soundtrack is shifting, are we in a dreamlike uptrend while potential…

“The forecasts may tell you a great deal about the forecaster; they tell you nothing about the future.” This classic line from investing icon Warren Buffett constantly reverberates through the minds of the team at Plan to Invest Capital Management. But it reached a crescendo earlier this year as we – and you – witnessed…