Planning Perspectives

Our quarterly commentary on wealth management, financial markets, and applied behavioral finance. In-depth analysis that helps clients and professionals make informed decisions to meet financial challenges.

Planning Perspectives Downloads

cover image, Planning Perspectives 2nd Quarter 2022 - Protecting Planning from Financial Propaganda

2022 2nd Q

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cover image, Planning Perspectives, 1st Quarter 2022 - Planning Informed Investment Allocations

2022 1st Q

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Cover image, Planning Perspectives, 4th Q 2021 - Key Investing Principles for Informed Planning

2021 4th Q

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cover image of Planning Perspectives, 3rd Q 2021 - Setting Expectations for Long-Term Inflation

2021 3rd Q

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cover image of Planning Perspectives, 2Q 2021 - Investing in Times of Fictitious Capitalism

2021 2nd Q

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cover image of Planning Perspectives brochure, 1st Q 2021 - Market Lessons With 20/20 Benefit of Hindsight

2021 1st Q

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cover image of Planning Perspectives brochure, 4th Q 2020 - Informed Investing Strategy vs. Market Cycle Déjà vu

2020 4th Q

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Cover image, Planning Perspectives, 3rd Q 2020 - Investing in Greatly Volatile Times

2020 3rd Q

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Cover image of Planning Perspectives 2Q 2020 - How I Learned to Stop Stressing and Trust the Market

2020 2nd Q

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Cover image of Planning Perspectives 1Q 2020, Market Lessons for Planning: The 2010s vs. The 2000s

2020 1st Q

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Cover image, Planning Perspectives 4Q 2019

2019 4th Q

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Cover image of Planning Perspectives, 3rd Quarter 2019

2019 3rd Q

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Cover image of Planning Perspectives

2019 2nd Q

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2019 1st Q

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2018 4th Q

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Cover image of Planning Perspectives

2018 3nd Q

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2018 2nd Q

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cover image, Planning Perspectives, 1st Q 2018

2018 1st Q

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2017 4th Q

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2017 3rd Q

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Planning Perspectives 2nd Q 2017

2017 2nd Q

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Planning Perspectives Annual Market Review 2016

2017 1st Q

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2016_3q_planning_perspectives_smart_beta

2016 4th Q

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2016-1Q_Planning_Perspectives_Year

2016 3rd Q

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2015-3Q_Planning_Perspectives width=

2016 2nd Q

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Link to Planning Perspectives 2015-2Q document

2016 1st Q

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cover image, Planning Perspectives, 4th Q 2015

2015 4th Q

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2015-1Q_Planning_Perspectives-Year-In-Review

2015 3rd Q

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Link to Planning Perspectives 2014-4Q document

2015 2nd Q

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Link to Planning Perspectives 2014 3Q Pt.1 document

2015 1st Q

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2014-3Q-Planning-Perspectives-Pt_1

2014 3rd Q

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cover image, Planning Perspectives, 2ndQ 2014

2014 2nd Q

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Link to Planning Perspectives 1Q 2014 document

2014 4th Q

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Link to Planning Perspectives 1Q 2014 document

2014 1st Q

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