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 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...
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...