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.
To Convert or Not to Convert
Thought leaders in personal finance have disparate views about the soundness of converting from a traditional IRA to a Roth IRA. When a client asks...
R.I.P. T.I.N.A.
In recent months I have been alternating my screeds between investment topics and general interest topics. And each month I receive constructive...
Taking Stock of Your Company Stock: How Much Is Too Much?
As a financial professional I regularly receive many questions from clients and friends about a wide variety of financial issues, mostly regarding...