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From the CAP STRAT Studio

Live & Latest Updates

Essential Travel Tips For Your Next Adventure – Vimeo thumbnail

How to Protect Your Wealth From Fraud and Future Tax Law

Can the U.S. Economy Survive the Tariff Chaos? – Vimeo thumbnail

Can the U.S. Economy Survive the Tariff Chaos?

The Big Beautiful Bill: Decoding Its Impact – Vimeo thumbnail

The Big Beautiful Bill: Decoding Its Impact

Essential Travel Tips For Your Next Adventure – Vimeo thumbnail

Essential Travel Tips For Your Next Adventure

Inflation Fears & Global Uncertainty – What’s Safe? – Vimeo thumbnail

Recession Fears & Global Uncertainty – What’s Safe?

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Markets

Can the U.S. Economy Survive the Tariff Chaos? – Vimeo thumbnail

Can the U.S. Economy Survive the Tariff Chaos?

The Big Beautiful Bill: Decoding Its Impact – Vimeo thumbnail

The Big Beautiful Bill: Decoding Its Impact

Inflation Fears & Global Uncertainty – What’s Safe? – Vimeo thumbnail

Recession Fears & Global Uncertainty – What’s Safe?

“Sell America” – Inside the Global Shift Away from U.S. Assets – Vimeo thumbnail

“Sell America” – Inside the Global Shift Away from U.S. Assets

Recession Signal ACTIVATED: Is the Economy In Trouble? – Vimeo thumbnail

Recession Signal ACTIVATED: Is the Economy In Trouble?

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Sophisticated Fiduciary

Inside Look: Our Focus For Institutional Clients – Vimeo thumbnail

Inside Look: Our Focus For Institutional Clients

SECURE Act 2.0 in 1 Minute – Vimeo thumbnail

SECURE Act 2.0 Guidance For Plan Fiduciaries

SECURE Act 2.0, New ESG Guidance, Operational Errors & Compliance – Vimeo thumbnail

SECURE Act 2.0 | New ESG Guidance | Operational Errors & Compliance

SECURE Act 2.0 in 1 Minute – Vimeo thumbnail

SECURE Act 2.0 in 1 Minute – This Is What You Need To Know

Deep Dive | ESG – Vimeo thumbnail

ESG | Deep Dive

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Private Wealth

Essential Travel Tips For Your Next Adventure – Vimeo thumbnail

How to Protect Your Wealth From Fraud and Future Tax Law

Essential Travel Tips For Your Next Adventure – Vimeo thumbnail

Essential Travel Tips For Your Next Adventure

Protect Your Retirement Savings From Market Downturns – Vimeo thumbnail

Protect Your Retirement Savings From Market Downturns

How To Navigate Volatility Like A Pro – Vimeo thumbnail

How To Navigate Volatility Like A Pro

Tax-Saving Strategies You Need To Know For 2025 – Vimeo thumbnail

Tax-Saving Strategies You Need To Know For 2025

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CAP STRAT Culture

A Holiday Poem From Your Team at CAP STRAT – Vimeo thumbnail

A Holiday Poem From Your Team at CAP STRAT

What’s New? Raising the Bar In Wealth Management – Vimeo thumbnail

What’s New? Raising the Bar In Wealth Management

Inside Look: Our Focus For Institutional Clients – Vimeo thumbnail

Inside Look: Our Focus For Institutional Clients

An Inside Look: Investment Decisions – Vimeo thumbnail

An Inside Look: Investment Decisions

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SECURE Act 2.0

Wealth | Feb 2023 – Vimeo thumbnail

Feb 2023 | Roth Conversions & Opportunity in SECURE Act 2.0

Paper Statement Requirements – Vimeo thumbnail

Paper Statement Requirements | SECURE Act 2.0

403(b) Plan Provisions – Vimeo thumbnail

403(b) Plan Provisions

Auto Features for New Plans (EACA) – Vimeo thumbnail

Auto Features for New Plans (EACA)

Part Time Employee Eligibility – Vimeo thumbnail

Part Time Employee Eligibility

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Managed Asset Strategies

MAS Performance Review | 2025 Q1

MAS Performance Review | 2024 Q4

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What's New At CAP STRAT?

A Holiday Poem From Your Team at CAP STRAT – Vimeo thumbnail

A Holiday Poem From Your Team at CAP STRAT

What’s New? Raising the Bar In Wealth Management – Vimeo thumbnail

What’s New? Raising the Bar In Wealth Management

Inside Look: Our Focus For Institutional Clients – Vimeo thumbnail

Inside Look: Our Focus For Institutional Clients

An Inside Look: Investment Decisions – Vimeo thumbnail

An Inside Look: Investment Decisions

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Take 5 for Financial Wellness

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Protected: Take 5 for Financial Wellness – Use Cases & Instructions

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Protected: 401k Basics

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