Capital Insights: Stormwatch

Like the series of atmospheric rivers that pummeled California over the last several weeks, the Fed and other central banks’ aggressive constriction of monetary policy wreaked havoc on the markets last year. While it is understandable that most investors would certainly like to bid last year a good riddance, it is worth reflecting for [...]

January 19th, 2023|

Capital Insights: Superdry

One of the benefits of developing 25+ year careers in the asset management and advisory industry, is that our team has gleaned the necessary experience and perspective to lead our clients successfully through multiple economic cycles, as well as several market crises. While each significant market drawdown has been borne from a different set [...]

November 1st, 2022|

Year End Tax Planning Strategies

For those who had not already filed their 2021 tax returns, yesterday marks another tax year in the books.  Taxpayers (or should we say their CPAs) received a bonus weekend to complete their returns with October 15th falling on a Saturday.  With one quarter left in 2022, it is now time to consider some [...]

October 18th, 2022|

AdvisorHub: 50 RIAs To Watch

We are very proud to announce that Capital Planning Advisors has been identified as a "top 50 RIA to watch" by AdvisorHub, a well-known periodical and resource in the financial services industry. According to AdvisorHub, our team is ranked 23rd of the top 50 RIAs to watch across the country and has “achieved scale [...]

October 14th, 2022|

Capital Insights: Alpha Beta

Anyone who grew up in California may remember the grocery store chain called Alpha Beta. Alpha Beta was known for organizing their groceries in alphabetical order. Shopping there as a kid was always fun, because you could easily just head to the “C” aisle and quickly load up on candy and chocolate and off [...]

July 22nd, 2022|

Capital Insights: The Fog of War

Our planet just can’t seem to catch a break. Just as countries, economies and markets were all beginning to emerge from last year’s Omicron surge, Putin did the unthinkable and invaded neighboring Ukraine with a ferocity and brutality that shocked the rest of the civilized world. Six weeks after the invasion, we continue to [...]

April 13th, 2022|

Capital Insights: Rough Start

Ugh. If there ever was just one word to describe the markets of January 2022, that might be it. If the past month seems like one of the worst starts to the year you can remember in recent history, congratulations, you would be correct. Perhaps there’s an opportunity as a Jeopardy! contestant in your [...]

February 1st, 2022|

Capital Insights: Back to 1983

1983 was thirty-eight years ago. 1983, seemingly innocuous, was a rather remarkable year as 106 million viewers tuned in to watch the final episode of M*A*S*H and Star Wars: Return of the Jedi was released into theaters. David Bowie’s Let’s Dance hit the top of the US billboards and Michael Jackson’s iconic music video, [...]

November 19th, 2021|
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