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
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...
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...