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 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....
Investment Review and Outlook – July 2024
As we cross the halfway mark of 2024, investors are witnessing bifurcated results for the various stock market indices. The S&P 500 index has...
Positioning Your Wealth for Higher Taxes
While the United States has enjoyed low taxes in many areas of the economy for decades, stimulative fiscal policy is unlikely able to persist....
Investment Review and Outlook – March 2024
The Economy Continues to Surprise to the Upside In March 2024, the Dow Jones Industrial Average, the S&P 500, and the Nasdaq 100 indices reached...
Anger Management
In January I penned an article including some economic and market prognostications for 2024. I had believed that it was on the lighter side and...
Is Magnificent 7 Momentum Setting Investors Up for Disappointment?
Joseph Caplan, in his Barron’s article, explores the market influence of the “Magnificent Seven” stocks—Microsoft, Google parent Alphabet, Amazon,...