Capital Planning Advisors

https://capitalplanningadvisors.com//capital-insights-emb/

https://capitalplanningadvisors.com//capital-insights-bra/ There are not enough superlatives in the English language that can adequately describe the magnitude and impact that the COVID-19 crisis has thrust upon the world. Life as we knew it has suddenly and inexorably ended and we now find ourselves navigating through one upheaval after the next in markets, economies, education and healthcare systems and seemingly, the entire human experience. Click on the link to read more...

https://capitalplanningadvisors.com//capital-brief-downsh/

Don't miss the 2019 Sacramento Business Review Economic Forecast, to be held next week at Sacramento State University on Wednesday, January 16th at 3pm. Capital Planning Advisors is a sponsor of the event this year. Our very own Jason Bell, Partner and Chief Investment Officer of Capital Planning Advisors, is a co-founder of the Sacramento Business Review and will be co-moderating this year’s regional panel of experts. In addition to the regional update, this year’s keynote is Jim Wunderman from the Bay Area Economic Council, which ought to be pretty interesting. We hope to see you there! https://www.sacbusinessreview.com/join-us/

Check out our team's perspective on the recent market action:

Great day for the Bayside charity golf tournament.

We are thrilled to announce the joining of Jason T. Bell, CFA as Partner & Chief Investment Officer, and Karin T. Le, CFP as a Senior Wealth Advisor.

Our firm is committed to integrity, clarity and excellence in providing multidisciplinary personal service found only at a boutique organization, delivered by experienced and dedicated professionals.

Excellent economic news! http://www.foxbusiness.com//atlanta-fed-upgrades-u-s-first

Attention all family businesses! Check out these great upcoming events. http://capfamilybus.org/upcoming-events/

Address 6 big challenges for family business succession with these tips. http://bit.ly/2B06DtB