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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. [...]

Capital Brief: March Madness Continues

April 9th, 2018|

Last month sure felt like March Madness, except there was hardly any Cinderella story.  It was a “risk off” month to be sure – equities fell and credit spreads widened.  Equities first recovered from the February sell-off only to fall again and retest the February lows.  So, what caused the pullback and increased volatility [...]

Capital Brief: Volatility Returns

February 12th, 2018|

The eerie calm pervasive in the financial markets for almost two years ended abruptly last week as stock markets around the world reacted to higher inflationary pressures evident in the US labor markets. The release of non-farm payroll data indicated a larger than expected (2.9% year-over-year) pickup in wage growth, something that has been [...]

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