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.

Maintaining Optimism (For Now)!
October 10, 2014
As we enter the last quarter of 2014, we remain market optimists with a big dose of caution. At this point, we do not see this decline as the end of the run, but instead as a correction. There are still several innings to play and perhaps an opportunity to get one last great buy-in before the bull regains his footing.

IRS “Throws in the Towel” on 401(k) Roth Conversions
November 5, 2014
For years the IRS held strong: When rolling over 401(k) funds, after-tax and pre-tax funds are distributed pro-rata. However, with the recent issuance of IRS Notice 2014-54, the rules have changed. Historically, for those who maxed out their tax-deferred growth … Continue reading