Next Generation Wealth Advisors

We built Canal Capital Management to provide our clients with a simple understandable process to grow, protect, and eventually transfer their wealth.

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Our blog featuring insights and opinions by our associates.

Our quarterly thoughts on the markets and relevant tax
                and planning issues.


Latest Commentary


Our singular focus is on growing and protecting the wealth of our clients. This allows us to act in their best interest, providing objective guidance and disciplined investment management.

Tax and Planning Newsletter 2nd Quarter 2015
May 22, 2015
Were you invested in Mutual Funds last year? If so, I bet you were surprised to find that you owed more in taxes when filing your 2014 income tax return. We continue to avoid mutual funds in favor of individual securities and ETFs. Among other benefits, this is particularly for their tax-efficiency and fee-efficiency.

Continued Mutual Fund Underperformance
April 22, 2015
Most of our clients know we are big believers in low cost investing with passive investment vehicles. Although it is easy to grasp the concept of paying lower costs, it is harder to grasp that you can pay lower costs … Continue reading