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 – 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....
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...