Capital Planning Advisors

The 2024 Summer Olympics have just wrapped up and have provided spectators across the world with awe, inspiration and emotional moments of high drama that only sport presented on the grandest stage and performed at its highest level can deliver. For the past two weeks, the Olympic games have offered a welcome and perhaps much-needed distraction from the continuing challenges taking place in the electoral, geopolitical, market and economic environment around us.

Go for the Gold! - Capital Planning Advisors The 2024 Summer Olympics have just wrapped up and have provided spectators across the world with awe, inspiration and emotional moments of high drama that only sport presented on the grandest stage and performed at its highest level can deliver. For the past two weeks, the Olympic games have offered...

https://capitalplanningadvisors.com/capital-insights-the-last-mile/

The Last Mile - Capital Planning Advisors Memorial Day is here and in addition to a day of remembrance and gratitude, it marks the unofficial start of Summer. Seems like it was just yesterday we were tallying the number of atmospheric rivers in the West, and now in the season of Moms, Grads and Dads, we are tallying the daily tornado counts...

No Man's Land is often referred to as a contested space where warring factions refuse to retreat yet cannot advance. In a market and economic context, we enter 2024 finding ourselves in a similar situation.

No Man's Land - Capital Planning Advisors No Man’s Land is often referred to as a contested space where warring factions refuse to retreat yet cannot advance. It’s a place characterized by uncertainty, significant risk, dynamic tension and little, if any control. In World War I, No Man’s Land was the desolate area sandwiched in betwee...

We hope this year’s season fills you up with the things that mean most to you and energizes you for a happy and healthy new year!

We all have so much to be thankful for! Sending you and your family a harvest of blessings this Thanksgiving from the team at Capital Planning Advisors.

Halloween time is here as kids of all ages celebrate the start of the Fall season, spooks, spirits, and of course, the tricks and treats. Read more...

Smashing Pumpkins - Capital Planning Advisors Halloween time is here as kids of all ages celebrate the start of the Fall season, spooks, spirits, and of course, the tricks and treats. Children will wince as they pay their annual “Dad-tax” when their fathers inevitably comb through candy-filled pillowcases and nefarious teens will undoubtedl...

Happy Halloween! We did a survey here at Capital Planning Advisors and asked our team what their favorite costume was when they were a kid. The winner was Pirate! Arrrrrr!

What was your favorite Halloween costume as a kid?

We hope you have a fun and safe Halloween!

Click here to learn about some year end tax strategies - https://capitalplanningadvisors.com/year-end-tax-strategies-2023/

https://capitalplanningadvisors.com/2023/07/19/autocado/

Capital Insights: Autocado – Rise of the Machines - Capital Planning Advisors Capital Insights: Autocado – Rise of the Machines July 19th, 2023| Summertime is officially here with a vengeance as tens of millions of Americans are cooking under the heat dome currently covering the Southwest United States. Recreation and travel are in full swing as long, lazy summer days are b...

https://capitalplanningadvisors.com/2023/05/12/hope-is-a-strategy/

Capital Insights: HOPE is a Strategy - Capital Planning Advisors Capital Insights: HOPE is a Strategy May 12th, 2023| It is hard to believe that 2023 is already one-third over. Indeed, each year seems to continue to pass by faster than the last and in terms of market surprises, the first quarter of this year did not disappoint. Predicting the Q1 rip-roaring rally...

https://capitalplanningadvisors.com/2023/01/19/stormwatch/

Capital Insights: Stormwatch - Capital Planning Advisors Capital Insights: Stormwatch January 19th, 2023| Like the series of atmospheric rivers that pummeled California over the last several weeks, the Fed and other central banks’ aggressive constriction of monetary policy wreaked havoc on the markets last year. While it is understandable that most inve...

https://capitalplanningadvisors.com/2022/11/01/superdry/

Capital Insights: Superdry - Capital Planning Advisors Capital Insights: Superdry November 1st, 2022| One of the benefits of developing 25+ year careers in the asset management and advisory industry, is that our team has gleaned the necessary experience and perspective to lead our clients successfully through multiple economic cycles, as well as several...

https://capitalplanningadvisors.com/2022/10/18/year-end-tax-planning/

Year End Tax Planning Strategies - Capital Planning Advisors Year End Tax Planning Strategies October 18th, 2022| For those who had not already filed their 2021 tax returns, yesterday marks another tax year in the books. Taxpayers (or should we say their CPAs) received a bonus weekend to complete their returns with October 15th falling on a Saturday. With one...

https://capitalplanningadvisors.com/2022/10/14/50-rias-to-watch/

AdvisorHub: 50 RIAs To Watch - Capital Planning Advisors AdvisorHub: 50 RIAs To Watch October 14th, 2022| We are very proud to announce that Capital Planning Advisors has been identified as a top 50 RIA to watch” by AdvisorHub, a well-known periodical and resource in the financial services industry. According to AdvisorHub, our team is ranked 23rd of th...

https://capitalplanningadvisors.com/2022/07/22/capital-insights-alpha-beta/

Capital Insights: Alpha Beta - Capital Planning Advisors Capital Insights: Alpha Beta July 22nd, 2022| Anyone who grew up in California may remember the grocery store chain called Alpha Beta. Alpha Beta was known for organizing their groceries in alphabetical order. Shopping there as a kid was always fun, because you could easily just head to the “C” ...

https://capitalplanningadvisors.com/2022/02/01/capital-insights-bottlenecks-2-2/

Capital Insights: Rough Start - Capital Planning Advisors Capital Insights: Rough Start February 1st, 2022| Ugh. If there ever was just one word to describe the markets of January 2022, that might be it. If the past month seems like one of the worst starts to the year you can remember in recent history, congratulations, you would be correct. Perhaps there....

https://capitalplanningadvisors.com/2021/07/22/capital-insights-bottlenecks/

Capital Insights: Bottlenecks - Capital Planning Advisors Capital Insights: Bottlenecks July 22nd, 2021| Nobody ever said reopening the planet was going to be easy. With roughly a quarter of the world’s population now vaccinated against Covid-19, surging economic activity combined with wobbly supply chains have created massive imbalances throughout the g...

https://capitalplanningadvisors.com/2021/05/13/capital-insights-the-great-reversal/

Capital Insights - The Great Reversal - Capital Planning Advisors Capital Insights – The Great Reversal May 13th, 2021| “What a difference a year makes,” might seem to be a bit cheeky of a cliché to describe the passage of ‘The Year That Seemed to Last a Lifetime’ for all of humanity, however, here we are: 14 months after the global shutdown, 1.3 billio...