The Capital Perspective

It is hard to believe that 2023 is already one-third over. Indeed, each year seems to continue to pass by faster than the last and in terms of market surprises,

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

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

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

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

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

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

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

Nobody ever said reopening the planet was going to be easy. With roughly a quarter of the world’s population now vaccinated against Covid-19, surging economic activity combined with wobbly supply

“What a difference a year makes,” might seem to be a bit cheeky of a cliché to describe the passage of ‘The Year That Seemed to Last a Lifetime’ for

With 2020 thankfully over, many of us are now casting a hopeful eye towards 2021. Incredible advancements in gene sequencing and medical technology have allowed humanity to diagnose a deadly

It is hard to believe fall has already arrived, ushering in the start of Q4. The end of summer was particularly challenging as COVID-weary Californians endured horrific wildfires in yet

If there ever was a poster child for the definition of “disruption,” the year 2020 would certainly be it. In these first seven months we have dealt with one shock

There are not enough superlatives in the English language that can adequately describe the magnitude and impact that the COVID-19 crisis has thrust upon the world. Life as we knew

The Coronavirus Stimulus Package (CARES Act) was signed into law by President Trump on March 27, 2020 and represented a bipartisan effort to provide almost $2.2 trillion to stabilize the

Yet another gut-wrenching day in the equity and credit markets as volatility has now exceeded levels not seen since 2008. Clearly, our daily lives are morphing in response to the

Financial markets continued their slide today as US fiscal policy and ECB monetary policy responses underwhelmed investors last night. The Fed’s announcement of its $1.5T funding plan today will ensure

Sadly, the adage of, “when the U.S. sneezes, the rest of the world catches a cold” has been turned on its head with the recent advent of the COVID-19 virus,

How the Secure Act May Impact Your Retirement and Estate Planning The most significant retirement legislation in a decade was signed into law just before Christmas.  While the name Setting

Thanksgiving is here and gone and somehow, we already find ourselves in December after a whirlwind year of remarkably strong market returns, vacillating geopolitical drama, monetary policy reversals and ever-intensifying

Creative destruction. Disruption. Revolution. All terms that have been used to describe the continual innovation that has occurred over the history of our world economy. Two hundred years ago, advancements

In the same way that innovation has changed the landscape of human history, Congress and US Presidents have consistently changed Estate and Tax laws over time. Because of these continual

It’s hard to believe we are already through January as it seems like the holidays were just yesterday. Those prone to motion-sickness are still recovering from last year’s market plunge,