Warren Capital Group

06/15/2026

The WCAP Report - May 2026

Warren Capital is pleased to provide this investment update for The WarCap Unconstrained Equity Fund (WCAP).

06/08/2026

This week's market update examines the continued dominance of AI-related stocks, the lack of broad market participation, and the impact of rising interest rates on equities. While challenges remain, we discuss why we're maintaining a cautiously optimistic outlook heading into the summer months.

In this June 8th Market Update, we discuss the ongoing "tale of two...

05/11/2026

Since founding Warren Capital in 2005, our firm has provided comprehensive financial planning, investment management, and estate planning guidance. Inherent in our planning process are the tax strategies we develop for each client.

To further enhance our tax capabilities, we are pleased to announce that Warren Capital Group now offers annual tax preparation and filing services in conjunction with our partners at Rock Creek Advisors and their Principal, Barrett Penan. Over the past two decades, it has become increasingly apparent that clients are often best served when financial planning and tax preparation work together under a coordinated strategy. This partnership allows us to further streamline and enhance the client experience.

If you are interested in learning more about these services, please reach out to our team and we will be happy to schedule a consultation.

Tax preparation and filing services are separate from traditional investment advisory services and are available only to clients who elect to participate in the expanded service offering. Clients who utilize these services will pay an increased advisory fee to cover the additional services provided. Clients are under no obligation to utilize these services and may choose any tax professional they prefer.

05/06/2026

Well, the news flow out of the Middle East is constant, and this morning Axios reported that a deal with Iran may be imminent. But the headlines can change every hour, and if you are investing based on the news, you’re missing what really matters: earnings.

Earnings reports are flying in each day, and 85% of companies are beating estimates. But two trends are evident this season. High-valuation companies not only have to beat expectations, but they also must raise guidance. If not, the stock stumbles, as noted by Arista Networks yesterday. However, low P/E companies that beat estimates are being rewarded, and UBER will be an example of that today.

The point is that earnings drive stocks over the long run, not Middle East headlines. Invest wisely and investigate what really matters.

03/30/2026

Bear markets occur more frequently than many investors recognize, and last week the US stock market entered correction territory. Normally, stock market risk is offset by bond diversification. But this time, bonds have not offered much of a haven, and interest rates have been on a tear since the Iran war. The traditional 60/40 stock-bond portfolio is down over 6% in the past month, and suffering losses on both simultaneously is extremely rare.

Dislocations like these cause our team to become more conservative, with a substantial allocation to cash. We are restructuring both stock and bond portfolios for clients and will use extremes to find opportunities. Watch oil prices and interest rates for signs of stability. Once those settle, equity markets will follow.

03/09/2026

The Iranian war is causing an oil shock, and prices are skyrocketing. This has implications globally, and pressure is mounting on the Trump administration. The question I’m getting is: what is a possible off-ramp, as the White House simply doesn’t want global disruption and midterms are looming. Given the stakes at hand, I suspect the White House is considering calling this recent decimation of Iran a “victory” and letting matters settle. Practically speaking, the benefits of continuing this war are inferior to stopping it if Iran’s nuclear capabilities have been significantly degraded, which seems to be the case. Whatever your political stance, there are practical people in the administration, and I wouldn’t dismiss this off-ramp, especially if oil continues to spike.

Investors often ask why they would invest during periods of instability. It’s because investments go on sale during disruptions, and by the time stability returns, those opportunities are already gone. Remember, the greater the global disruption, the quicker a conclusion to this war.

03/02/2026

With rising tensions in the Middle East, markets may be uneasy- but history reminds us that recovery has consistently followed conflict. Click the link in our bio for the latest market update.

02/13/2026

AI is shaking up every sector — and volatility may be creating opportunity. 📊

Read more at the link in our bio.

02/05/2026

Market update: earnings are growing even as markets stay active.
Click the link in our bio to read the full update.

01/12/2026

One of the key financial questions of 2026 will be the direction of long-term interest rates. The Trump administration has been clearly focused on pressuring...