Capital Financial Planners

06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

05/29/2026

When life takes a sudden turn—through illness, accident, or aging—everyone feels the impact. But for high-net-worth individuals, the consequences are often more complex, more public, and more financially significant. Wealth doesn’t...

Need a Specialized Plan in Times of Crisis

05/15/2026

When a loved one is aging—or facing a serious diagnosis—the question no one wants to ask becomes the one that must be answered: What if something happens? It’s a difficult conversation, but also one of the most important ones you can...

A guide for Families with Aging or Ill Loved Ones

05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

05/01/2026

When someone you love receives a serious diagnosis, your first instinct is to help. But when the shock wears off and the medical machine starts humming, many families find themselves facing another, quieter crisis: financial...

04/19/2026

Incredibly humbled to have again served as emcee of Salem’s First Citizen Banquet, honoring amazing people doing amazing work in our community.

04/07/2026

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the Nasdaq dropped 7.11%, and the Dow lost 3.58% — though six of eleven S&P 500 sectors still finished in the green, led by Energy's standout 37.91% gain. As the weather warms up and spring gets us outside, it turns out Americans are right there with you — over 181 million U.S. residents participated in outdoor recreation in 2024. Check out this month's by-the-numbers for more on the outdoor recreation economy.

Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries and geopolitical issues that unsettled investors.

04/03/2026

When health takes a turn, conversations about money often follow, sometimes urgently, sometimes awkwardly, but always with consequences. As difficult as it may be, speaking openly with your family about your wealth, your wishes, and...