Fraud isn’t what it used to be. Today’s scams are smarter, more convincing, and designed to look legitimate. Learn how modern fraud tactics work—and why increased cybersecurity awareness is essential for investors.
Read MoreStock market gains have become increasingly concentrated in a small group of companies, raising questions about how sustainable today’s market leadership really is. At the same time, strong earnings, innovation, and easing financial conditions continue to support investor confidence, creating a tension between optimism and caution. In our latest Quarterly Investment Perspective, we explore whether current market dynamics reflect excess—or a more nuanced phase of the market cycle—and what it means for long-term investors.
Read MoreOur 2025 Annual Market Review examines how financial markets performed across stocks and bonds, with deeper insight into results by region, sector, and market size. The downloadable deck provides a clear, data-driven look at the forces that shaped market performance last year.
Read MoreCapstone Financial Advisors has been recognized as one of Financial Planning’s 2025 Best RIAs to Work For. The award highlights firms that prioritize employee experience, workplace culture, and professional development.
Read MoreThe commercial real estate market is resetting, creating a new environment for investors evaluating long-term opportunities. This article breaks down what’s driving today’s valuation shifts, where demand remains steady, and which trends firms like KKR are watching closely.
Read MoreMajor tax changes are coming for charitable giving. Learn how the One Big Beautiful Bill Act could reduce deduction benefits starting in 2026—and why 2025 may be your best year to give strategically.
Read MoreChoosing the right financial advisor is key, especially for a high-net-worth client. Certainly, you’ll want to ensure your advisor has the necessary credentials, qualifications and expertise.
Read MoreFrom artificial intelligence to gold, two very different themes are shaping investor behavior. Optimism about AI’s growth potential is driving enthusiasm for technology stocks, while concerns over rising deficits, currency debasement, and geopolitical risk are fueling renewed demand for gold. In our latest Quarterly Investment Perspective, we explore what’s behind these competing forces—and how investors can stay balanced amid shifting market sentiment.
Read MoreThe third quarter saw both stocks and bonds climb as the Federal Reserve delivered its first rate cut of the year and inflation continued to moderate. In our latest Quarterly Market Review, we look at how resilient economic growth, easing monetary policy, and broadening investor optimism shaped performance—and what it all means heading into year-end.
Read MoreDiscover how to avoid double taxation when exercising non-qualified stock options and how proper cost-basis reporting could protect your income.
Read MoreA Roth conversion involves moving your pre-tax dollars from a Traditional IRA or other qualified retirement account into a Roth IRA.
Read MoreApplying to colleges can be an exciting yet stressful time. High-net-worth families may choose to fund their children’s education through a mix of financial resources, often incorporating 529 plans alongside education loans.
Read MoreFor high-net-worth individuals, protecting and passing on wealth is a top priority. One strategy that's gained popularity in recent years is the family limited liability company (LLC). This powerful tool can help you safeguard your assets and smoothly transfer wealth to the next generation. Is it right for you?
Read MoreThe newly signed OBBBA cements key tax changes and introduces new rules affecting high-net-worth individuals and business owners. Learn what these updates mean for your financial planning.
Read MoreWith U.S. tariffs back in the headlines, investors are wondering whether heightened trade tensions could derail the economy or markets. In our latest Quarterly Investment Perspective, we examine the potential impact, explore likely policy scenarios, and explain why long-term investors should remain confident.
Read MoreGlobal markets delivered strong returns in the second quarter of 2025 despite a rocky start. After selling off sharply in April following the announcement of sweeping new U.S. tariffs, stocks rebounded as policy uncertainty eased. The U.S. stock market ended the quarter with a double-digit gain, while the international stock market slightly outpaced the U.S., bolstered by a sharp decline in the U.S. dollar.
Read MoreNot all equity awards are created equal. From RSUs to stock options, the structure of your long-term incentive plan can significantly impact your total compensation—and your financial future. This article breaks down the key differences and offers guidance on how to make the most of your award mix.
Read MoreWhen you invest in a non-retirement investment portfolio, you may think the only way to access those funds is to sell. Security-based lending, however, is a sophisticated solution that may allow you to borrow against that investment.
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Looking for a financial advisor can be overwhelming. A simple internet search will bring up hundreds of options. Choosing the right investment advisor is one of the most important decisions you'll make for your financial future.
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If you or a family member have a qualifying disability, chances are your Capstone advisor has discussed an ABLE 529. In this article, we give you an easy-to-understand explanation about these tax-advantageous accounts.
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