Senior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “12 Negative Impacts of Inaccurate Credit Reports” published by Forbes.
Read MoreStock markets continued rallying and bond markets took a breather in the first quarter. In our latest research presentation, we take a detailed look at what happened last quarter in the markets and provide our updated market outlook.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Financial Tips For Founding An Organization” published by Forbes.
Read MoreResidential real estate rentals can be a great investment provided you understand all the tax implications.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Financing Options For Small Business Owners To Consider This Year” published by Forbes.
Read MoreKnowing if you’re a high-net-worth client helps guide your wealth management decisions because high-net-worth clients face complex challenges that are unique to their situation.
Read MoreThe U.S. presidential election will no doubt capture the headlines in 2024 and create uncertainty. We discuss how investors should approach investing in an election year.
Read MoreNot all financial planners objectively make recommendations in your best interest. If you’re unfamiliar with the term “fiduciary,” you’ll want to read this.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Ways To Boost Financial Literacy Amongst Your Staff And Clients” published by Forbes.
Read MoreCapstone Financial Advisors is pleased to announce the promotions of key members of its growing team.
Read MoreGlobal stock and bond markets rallied significantly in 2023. In our latest research presentation, we take a detailed look at what happened last year in the markets and provide our 2024 market outlook.
Read MoreYou’re never too young for an estate plan, as it’s an essential component of your financial plan. It’s also not a one-and-done activity. There are key life events that should trigger an estate plan review.
Read MoreDo you have a personal budget? Knowing just how you spend your money is an essential first step on the journey to meeting your financial goals.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® authored the article, “Financial Planning For The 2025 Tax Sunset” published by Forbes.
Read MoreGeopolitical risk has risen with the recent tragic attack on Israel. The implications, especially from a humanitarian perspective of this event, are vast and devastating, as are many of the political repercussions that will follow. In our latest investment perspective, we discuss how war in the Middle East could impact the broader markets and the economy, and portfolio considerations for investors.
Read MoreStock and bond markets broadly declined in the third quarter amid the continued rise in interest rates. In our latest research presentation, we take a detailed look at what’s happening lately in the markets and provide an updated market outlook.
Read MoreAs an employer-sponsored retirement plan, a Roth 401(k) has some great advantages. To know whether or not it’s a good idea to have a Roth 401(k) plan, you’ll want to understand exactly how it’s best used.
Read MoreGiving a portion of your wealth to your favorite philanthropy is a win-win situation. You support work important to you, increasing your portfolio’s tax efficiency at the same time.
Read MoreCapstone has been named to Financial Advisor Magazine’s 2023 RIA Ranking, which lists the top Registered Investment Advisor firms in the country. Capstone has been ranked #230 out of the 521 firms included in the survey.
Read MoreInherent in every financial recommendation we make is tax efficiency. Tax planning has to be part of your financial plan — it’s why we offer both tax planning and preparation for our clients.
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