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CAPSTONE CONNECTIONS

Featured
Quarterly Market Review – Q1 2024

Stock 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.

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20 Financial Tips For Founding An Organization

Senior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Financial Tips For Founding An Organization” published by Forbes.

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Depreciation Recapture in Residential Real Estate Investing

Residential real estate rentals can be a great investment provided you understand all the tax implications.

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20 Financing Options For Small Business Owners To Consider This Year

Senior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Financing Options For Small Business Owners To Consider This Year” published by Forbes.

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How do I know if I’m a high-net-worth client?

Knowing 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.

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How should investors approach investing in an election year?

The 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. 

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What Is a Fiduciary?

Not all financial planners objectively make recommendations in your best interest. If you’re unfamiliar with the term “fiduciary,” you’ll want to read this.

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20 Ways To Boost Financial Literacy Amongst Your Staff And Clients

Senior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Ways To Boost Financial Literacy Amongst Your Staff And Clients” published by Forbes.

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Capstone Announces Team Member Promotions

Capstone Financial Advisors is pleased to announce the promotions of key members of its growing team.

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VIDEOS

Videos
How Should Investors Approach Investing in An Election Year?

The 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.

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Quarterly Investment Perspective - Fourth Quarter 2023

Inflation is moderating but is still well above the Fed’s target. Meanwhile, the outlook for economic growth remains challenged amid higher interest rates. Amid this macro backdrop, we discuss our recommendations around portfolio positioning and management heading into the end of the year.

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Quarterly Investment Perspective - Third Quarter 2023

In our latest investment perspective, we discuss whether one should change their investment portfolio to benefit more from the generative AI growth trend.

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Capstone Financial Advisors: About Us

At Capstone Financial Advisors, you’ll find more than a financial advisor. You’ll find a partner willing to get to know you, your family, and your financial goals. As a fee-only, personal financial advisory firm, Capstone works with high-net-worth individuals, families, and institutions. Let us put our experience to work for you.

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Tax Planning & Preparation

As your independent wealth manager, we consider the income tax impact of financial decisions or recommendations we make. We take practical measures to lessen your tax burden.

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Retirement Planning

Planning for retirement shouldn’t be complicated. We’ll walk you through your options – whether you’re an individual looking ahead or a business owner seeking the right plan for employees.

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INVESTMENT PERSPECTIVES & MARKET AND ECONOMIC REVIEWS

Capstone’s Investment Committee meets monthly to review the latest market happenings and economic trends, while discussing where they may be headed. Periodically, our Chief Investment Officer summarizes our latest thinking into the following Investment Perspectives to help clients stay up to date on what’s happening in the markets and the economy, what our current outlook is, and our ideas about investing and portfolio management.

In addition, we monitor the key market and economic indicators to stay current on conditions and trends. Periodically, the team convenes to review and discuss these indicators in depth. These presentations provide our insight and interpretation of the most important indicators we track.

Featured
Quarterly Market Review – Q1 2024

Stock 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 More →
How should investors approach investing in an election year?

The 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 More →
2023 Annual Market Review

Global 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.

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