Insights
At Caplan Capital Management, we focus on helping you make educated decisions. To continue your financial education, check out our library of timely articles.
The Sky is Falling! – The Time to Act is Now!
Boy do I hate it when faux “market experts” try to instill doubt and fear into the psyche of inexperienced investors. To novice investors, these...
Investment Review and Outlook – January 2025
While a close presidential election was the main focus going into the fourth quarter of 2024, the results featured a surprisingly clear outcome. We...
Saving for Retirement Is More Challenging for Younger Generations. Here’s Why.
In this Barron’s article, Joseph Caplan provides insights into the challenges and obstacles that young investors encounter when planning for...
Investment Review and Outlook
After many fits and starts this year, investors are now concluding that the elusive loosening of Federal Reserve monetary policy may be at hand....
Our Thoughts on Recent Market Volatility
Over the past several days, we have experienced a sudden rise of financial market volatility in response to incoming economic data and related...
The End of the Big Cap Tech Outperformance?
In a distant age, prudent equity portfolio risk management included broad diversification across sectors, geographies and market capitalizations....