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Capital Insights: Shot Clock

January 22nd, 2021|

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 and devastating novel virus, use new techniques to create multiple versions of an effective vaccine and then initiate the largest vaccination campaign in modern [...]

Capital Insights: The Deepening Income Drought and Potential Election Impacts

October 21st, 2020|

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 another addition to the “Things We’d Like to Forget About 2020” list. After a September swoon in the equity markets, Q4 has started off [...]

Capital Insights: Embracing Disruption

July 23rd, 2020|

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 after another - the global healthcare crisis, rising political, social, and civil unrest, incredible market volatility and the largest economic intervention the modern world [...]

Capital Insights: Brave New World

April 13th, 2020|

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 it has suddenly and inexorably ended and we now find ourselves navigating through one upheaval after the next in markets, economies, education and healthcare [...]

Capital Insights: Impact of Coronavirus Aid, Relief, and Economic Security Act (CARES Act)

April 1st, 2020|

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 economy and provide broad relief to individuals, businesses and non-profits. We, at Capital Planning Advisors, would like to highlight some key provisions of the [...]

Capital Insights: Navigating Volatility

March 12th, 2020|

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 continued liquidity and proper functioning in the Treasury markets and financial system; however, their actions won’t do much to address the coronavirus scare and [...]

Capital Insights: Market Contagion

February 27th, 2020|

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, which took the globe by surprise over this past month. Setting aside the tragic human toll and growing concerns about a potential pandemic for [...]

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 [...]

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