Newsletters
End of the Road?
The 3rd quarter managed a slim profit despite a pullback of over 5% from the market high on September 2nd. Stocks, as measured by the S&P 500, have returned nearly 15% through the first three quarters of the year. We went 211 trading days without a 5% correction,...
1031 Tax Exchange
With significant gains in real estate over the past 10 years, and interest rates at historical lows, diversifying real estate holdings via a 1031 exchange remains an attractive strategy for many investors. Click HERE to read more.
2021 Looking Past the Pandemic
We spent many hours at the end of 2019 trying to figure out what could derail one of the greatest markets in history. Most investors’ biggest concern going into 2020 was the upcoming election and what a potential change in...
Congress Passes Additional COVID-19 Relief
On Monday, December 21, 2020, Congress passed an additional COVID-19 package that contains $900 billion worth of economic relief for numerous government programs across the US, loans for small businesses, vaccine distribution, and a second round of stimulus...
Canal Capital Management has been named to RIA Channel’s Top 50 Emerging RIA list for 2020
We are pleased to announce that Canal Capital Management is a part of the 2020 RIA Channel Top 50 Emerging RIA List. RIA Database® has been producing Top Advisor lists for Forbes for over 10 years. The Emerging RIA list recognizes growing firms under $500 million in...
Listen to our Oct. 2020 webinar on Estate and Tax Planning for a possible Blue Wave.
http://zoom.us/rec/share/psobe-vBd6xkfljgPp0rFqAN_361l9CS0NIUelIxb0DMFjfZ0Dq9cU6dQOsCIwmy.uE1egBSYX_kRS-zJ
A Blue Wave?
The COVID-19 crisis has resulted in the deepest downturn in global economic activity in the post-war era, but almost certainly the shortest recession. US stocks have rebounded over 50% since the March 23rd lows and the S&P 500 is now up over 5% through three...
Election 2020: Estate Planning Opportunities
In 2018, as part of the Tax Cuts & Jobs Act, the gift and estate tax exemption doubled to historic levels – from $5.6 million to $11.2 million. After indexing for inflation, this year the exemption is $11.58 million, $23.16 million for a married couple, and it is...
Election 2020: Presidential Tax Plans
With the 2020 election around the corner, we thought it would be helpful to outline the presidential candidates' tax proposals. While it is difficult to determine which policy initiatives either candidate will eventually pursue, we will continue to monitor and keep...