PlanTran Financial

09/10/2026

Money can be a difficult conversation, especially if parents don’t feel totally comfortable with the topic themselves. But Jennifer Seitz, director of education at Greenlight, a family personal finance app, said that’s starting to change.

09/09/2026

With all of the recent activity in the market, make sure you are staying up to date with the latest trends in our Weekly Market Commentary. The newest version is here: https://www.plantranfinancial.com/weekly-market-commentary-file

09/07/2026

Happy Labor Day!

Today, we celebrate the dedication, perseverance, and hard work of the individuals who help keep our communities, businesses, and economy moving forward.

Whether you're enjoying time with family, friends, or simply taking a moment to relax, we hope you have a safe and enjoyable Labor Day.

Our office will be closed in observance of the holiday and will reopen tomorrow, September 8.

Thank you for the opportunity to serve you. Wishing you a wonderful Labor Day!

09/04/2026

Older generations have already begun transferring trillions of dollars in wealth to their families and to charity in a process that many wealthy families aren’t as prepared for as they should be.

09/02/2026

📢 Stay informed on the markets with the Weekly Market Commentary! Your go-to source for expert analysis, market news, and key insights—delivered straight to you. Whether you're an investor, a finance enthusiast, or just keeping an eye on the economy, this is the update you don't want to miss. Check it out now and make informed decisions with confidence!

https://www.plantranfinancial.com/weekly-market-commentary-file

08/28/2026

Understanding how inflation affects your savings, spending, and investment portfolio can help you make informed decisions and remain confident through changing market conditions. Have questions about your investment strategy? Reach out to our team!

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and inflation hedges to grow your wealth over the long term.

08/26/2026

Don’t just follow the market—get ahead of it. Each week, we break down the biggest movers, uncover hidden opportunities, and explain what it all means for your financial future. 🔗https://www.plantranfinancial.com/weekly-market-commentary-file

08/21/2026

As demand for AI-powered data centers continues to grow, investors are looking at the infrastructure needed to support it, including energy. This trend has sparked a surge in energy company IPOs as businesses seek to capitalize on the need for power.

Companies coming to market raise money at fastest pace this century, although many stocks perform poorly later.

08/19/2026

Weekly Market Snapshot 🔍 Fresh insights. Key takeaways. Smarter decisions. Catch up on what moved the markets and what it means for your financial future. 📘https://www.plantranfinancial.com/weekly-market-commentary-file

08/17/2026

Wellness is more than what happens in the gym or at the doctor's office, it includes your financial life, too. When your finances are organized and aligned with your goals, it can help reduce stress, create confidence, and support your overall well-being. That's why true wellness is about caring for your mind, body, and financial future.