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 – 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,...
Going Out on a Limb
When it comes to making accurate economic and stock market prognostications, professionals on Wall Street do not necessarily have the best track...
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...