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From the CAP STRAT Studio

Live & Latest Updates

Year-End Financial Strategies – Vimeo thumbnail

Year-End Financial Strategies

Analyzing the Market Rotation and Potential Economic Impact of Trump 2.0 – Vimeo thumbnail

Analyzing the Market Rotation and Potential Economic Impact of Trump 2.0

Market Regimes and Investment Strategies – Vimeo thumbnail

Market Regimes and Investment Strategies

Be Prepared For Tax Code Changes Ahead – Vimeo thumbnail

Be Prepared For Tax Code Changes Ahead

Rate Cuts, China & The Election: What’s Next for Markets? – Vimeo thumbnail

Rate Cuts, China & The Election: What’s Next for Markets?

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Markets

Market Regimes and Investment Strategies – Vimeo thumbnail

Market Regimes and Investment Strategies

Rate Cuts, China & The Election: What’s Next for Markets? – Vimeo thumbnail

Rate Cuts, China & The Election: What’s Next for Markets?

CS_Deep Dive_Fed Rate Cuts_September 2024_V2 – Vimeo thumbnail

Understanding The Fed’s Rate Cut Cycles

Labor Market, Recession, Election: What’s Coming in 2024? – Vimeo thumbnail

Labor Market, Recession, Election: What’s Coming In 2024?

Investing Mistakes to AVOID During a Recession – Vimeo thumbnail

Investing Mistakes to AVOID During a Recession

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Sophisticated Fiduciary

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

Sophisticated Fiduciary | Survey of the Month – Plan Participation – Vimeo thumbnail

Survey of the Month – Plan Participation

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Private Wealth

Year-End Financial Strategies – Vimeo thumbnail

Year-End Financial Strategies

Be Prepared For Tax Code Changes Ahead – Vimeo thumbnail

Be Prepared For Tax Code Changes Ahead

Is Your Credit Report Healthy? – Vimeo thumbnail

Is Your Credit Report Healthy?

Relocation and Changing Your State of Domicile – Vimeo thumbnail

Relocation and Changing Your State of Domicile

When To Downsize Your Home – Vimeo thumbnail

Rightsizing Your Home

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CAP STRAT Culture

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 | Q3

MAS Performance Review | Q2

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What's New 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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