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Capital Insights: Secure Act

January 16th, 2020|

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 Every Community Up for Retirement Enhancement Act (“SECURE Act”) implies helping Americans with retirement, not all of the changes are good.  We at Capital [...]

Capital Insights: Forecasting 2020

December 11th, 2019|

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 US political dynamics. Rampant midyear speculation of an impending recession has faded from the headlines (for the time being) with many major equity markets [...]

Capital Insights: Alternatively Speaking

August 21st, 2019|

In our last installment, we wrote about our approach to Investing in Innovation, and how we are expressing that theme in client portfolios. This quarter, resurgent market volatility warrants revisiting the global landscape and updates to our view on the trajectory of economic and market conditions. Key Points: Global growth continues to slow as [...]

Capital Insights: Investing in Innovation

May 21st, 2019|

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 steam power, mechanization and electrification created massive shifts in labor allocation and mobility, human migration, population growth and economic output. Locomotives rendered stagecoaches [...]

Planning for Your Estate in a Dynamic Political and Regulatory Climate

May 21st, 2019|

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 changes, it is important to revisit your Estate Planning documents every three to five years to ensure that your documents reflect your intentions and [...]

Capital Brief: Downshifting

February 1st, 2019|

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, while others are busy getting on with their New Year’s resolutions and rekindling relationships with their fitness clubs. What was December’s market action trying [...]

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