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.
Investment Review and Outlook – April 2026
Last quarter’s Investment Review and Outlook struck a decidedly cautious tone for 2026 – and boy was that note of caution timely! The stock market...
Investment Review and Outlook – January 2026
As we ring in another new year, we reflect on 2025, a year marked by elevated market volatility driven mainly by heightened government policy...
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...