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
Our blog featuring insights and opinions by our associates.

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



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.



Outlook 2015
January 19, 2015
Looking ahead to 2015, we foresee 3 major questions dominating the headlines: Can the historic run of stocks continue? Will Oil stop its slide? When will interest rates rise? In this years Market Outlook, we attempt to address these questions.

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