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.
Timeless Investment Lessons from a Legend
After the S&P 500, Nasdaq 100, and Dow 30 reached all-time highs in October, U.S stock markets experienced some increased volatility in...
Are We in an AI-Driven Market Bubble?
Several key investment headlines were noteworthy in October 2025. The S&P 500 reached another all-time high on October 28th. The optimism around...
Investment Review and Outlook – October 2025
The U.S. stock market posted another strong quarter, extending the momentum seen in Q2. This performance largely reflects a growing sense of...
The Continuous Game of Tug of War: Record Equity Markets vs. Weak Economic Data
With equity markets reaching all-time highs and economic data flashing potentially recessionary warning signals, how can investors make sense of the...
Investment Review and Outlook – July 2025
The second quarter was marked by stock and bond market returns that were not terribly significant. But market dislocation in early April was...
Investment Review and Outlook – April 2025
As the stock market entered 2025, investors and corporate executives were rather optimistic about the prospects for the year. Market pundits were...