Capital Planning Advisors

06/01/2026

We’re excited to share an update as we begin our next chapter as part of Bluespring Wealth California. As part of this transition, our Facebook presence is moving to a new page that reflects our updated brand and expanded support. While our name and page are evolving, our team, values, and commitment to clients remain the same.
Learn More: https://bluespringwealthcalifornia.com/same-team-same.../

09/16/2025

The scoreboard for 2025 has been anything but dull. Tariffs, OBBBA and AI, Oh My!

04/17/2025

In aviation, instrument meteorological conditions (IMC) are weather conditions where visibility deteriorates to the point that usual visual references outside the airplane can no longer be seen or safely relied upon. This analogy is apropos to the current state of markets – there is little to no forward visibility as to what’s directly in front of us or what unseen obstacles may loom in our way.

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In aviation, instrument meteorological conditions (IMC) are weather conditions where visibility deteriorates to the point that usual visual references outside the airplane can no longer be seen or safely relied upon. Instead of being able to see the ground below and use landmarks to fly to their des...

12/31/2024

https://capitalplanningadvisors.com/social-security-fairness-act/

We hope you and your family have a Happy New Year!

Over the weekend, a Republican House and Democrat Senate Congress passed the Social Security Fairness Act of 2023 aka H.R. 82 and President Biden is expected to sign it into law. For the last 40 years, there have been multiple attempts to repeal the controversial Windfall Elimination Provision and G...

12/24/2024

May this beautiful holiday season fill your heart with love, your home with joy, and your life with laughter. The Team at Capital Planning Advisors.

11/27/2024

Happy Thanksgiving from the Capital Planning Advisors team!

11/05/2024

Cue the synthesizers; fire up the keyboards. Hit the smoke machine. Here we go, America, it’s finally here…The Final Countdown. The 60th quadrennial Presidential election is here and with weeks away from closing out the 2024 calendar year, we find ourselves with perhaps more uncertainty than ever before. Trump or Harris? Escalation or resolution in the Middle East and Ukraine? Fed Cuts or Pause? Soft Landing or Hard? Blue or Red?

Cue the synthesizers; fire up the keyboards. Hit the smoke machine. Here we go, America, it’s finally here…The Final Countdown. Just days away from the 60th quadrennial Presidential election and weeks away from closing out the 2024 calendar year, we find ourselves with perhaps more uncertainty t...

08/16/2024

The 2024 Summer Olympics have just wrapped up and have provided spectators across the world with awe, inspiration and emotional moments of high drama that only sport presented on the grandest stage and performed at its highest level can deliver. For the past two weeks, the Olympic games have offered a welcome and perhaps much-needed distraction from the continuing challenges taking place in the electoral, geopolitical, market and economic environment around us.

The 2024 Summer Olympics have just wrapped up and have provided spectators across the world with awe, inspiration and emotional moments of high drama that only sport presented on the grandest stage and performed at its highest level can deliver. For the past two weeks, the Olympic games have offered...

06/05/2024

https://capitalplanningadvisors.com/capital-insights-the-last-mile/

Memorial Day is here and in addition to a day of remembrance and gratitude, it marks the unofficial start of Summer. Seems like it was just yesterday we were tallying the number of atmospheric rivers in the West, and now in the season of Moms, Grads and Dads, we are tallying the daily tornado counts...