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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Rebalanced
Investment insights and opinions by our associates.

Market Commentary
Our quarterly thoughts on the market.



Philosophy


Latest Commentary


Rebalanced


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.

Rather than relying on conventional wisdom, we work to show our clients how novel, unexpected perspectives have the potential to yield meaningful results and build their confidence in tomorrow.


Market Commentary 1st Quarter 2014
April 14, 2014
The US stock market ground forward in the 1st Quarter, despite some early volatility in January. After such a big year in 2013, the market needed to digest some of its gains, which is perfectly healthy.



Tax and Planning Newsletter 1st Quarter 2014
Feb. 11, 2014
As you prepare and file your 2013 tax returns, we want to take this opportunity to remind you of many significant tax law changes in effect for 2013 that were brought about by the American Taxpayer Relief Act (ATRA) and the Patient Protection and Affordable Care Act ("Obamacare").

Thoughts from the TD Ameritrade Conference
February 10, 2014
Noah and I flew down to Orlando last week for the annual TD Ameritrade Institutional Conference. In addition to industry professionals and experts, there was quite a lineup of speakers and entertainment, including Mitt Romney, Sugar Ray Leonard and Huey … Continue reading



A Comment on the Government Shutdown
October 10, 2013
“No Man’s life, liberty, or property are safe while the legislature is in session”  -Mark Twain Over the past week, Neil and I have received many questions about the government shutdown and impending debt ceiling and how they might affect … Continue reading