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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 [...]

Capital Brief: Preparing for Winter

December 6th, 2018|

Recent market volatility has yet again raised concern that an impending economic downturn might be on the horizon and has generated questions of whether the markets are telling us we are near the end of the cycle. While the recent volatility and pullback has not been pleasant, we do not believe the stock and [...]

Capital Brief: Correction 2.0

October 24th, 2018|

Down market days like today are never much fun (unless you happen to be the lone winner in last night’s $1.6B Dollar Mega Millions lottery, in which case you might not mind so much). For the rest of us, volatility continues to rise as markets digest the rising risks stemming from tightening financial conditions, [...]

Capital Brief: China, the Fed and the Neutral Rate

October 11th, 2018|

With the midterm elections right around the corner, many investors were thinking of a different sort of “October Surprise” than the one that hit the markets over these past two days. While downside volatility is never much fun, the CPA Investment Team wanted to highlight some of the main reasons for the recent market [...]

Welcome Jason Bell & Karin Le

September 17th, 2018|

Jason recently joined the team at Capital Planning Advisors as both a Partner and Chief Investment Officer where he is responsible for directing the investment policy of the firm as well as managing the investment and research team. Previously, Jason was a Senior Vice President and Senior Investment Strategist for Wells Fargo Private Bank. [...]

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