Artificial-intelligence investment has become an important force across markets and the economy. The buildout has strong support, but sustaining today’s pace will increasingly depend on whether revenue, productivity gains, and cash flow justify the capital committed. In our Q3 2026 Quarterly Investment Perspective, we examine the forces supporting AI investment, the constraints that could slow it, and why technological success may not translate into equally strong results for every company or stock. We also consider the market, economic, and portfolio implications surrounding this long-term theme. Read the latest Quarterly Investment Perspective.
Read MoreGeopolitical de-escalation helped drive the market recovery in Q2 2026, as progress toward a ceasefire in the Middle East eased concerns about energy prices and encouraged investors to move back into higher-risk investments. Stocks rallied sharply, while lower oil prices helped stabilize interest rates and improve the environment for bonds.
Read MoreTax notices are on the rise in 2026. Here's why it's happening — and the simple steps to take if you receive one.
Read MoreElder financial abuse is on the rise, with scams becoming more sophisticated in today’s digital environment. From impersonation calls to phishing attacks, older adults are increasingly at risk.
In this article, we explore the most common scams, why seniors are often targeted, and practical steps that could help safeguard financial well-being.
Read MoreYour 401(k) could be your most powerful retirement savings tool. But only if you use it right. Learn the contribution, investment, and tax decisions that could make a real difference — and the common mistakes that quietly work against you.
Read MorePrivate market investments are no longer limited to large institutions. Today, more high-net-worth investors are gaining access to private equity, private credit, real estate and infrastructure opportunities.. That access can expand what is possible in a portfolio—but it also introduces new complexities and risks. Before investing, it is important to understand what makes private markets different—and what to evaluate beyond performance.
Read MoreGeopolitical tensions, particularly in the Middle East, have raised new questions for investors as energy prices, inflation expectations, and interest rates respond in different ways. While headlines can drive short-term volatility, markets are ultimately reacting to how these events influence the broader economic backdrop—leading to a more nuanced and sometimes conflicting set of signals beneath the surface. In our latest Quarterly Investment Perspective, we explore how markets process geopolitical risk and what tends to matter most over time.
Read MoreHow did markets perform in the first quarter of 2026? Stocks and bonds declined late in the quarter as escalating Middle East tensions, centered on Iran, and rising energy prices shifted investor sentiment across global markets.
Read MoreWhen there’s no default heir, legacy planning becomes intentional.
Explore how high-net-worth individuals can structure wealth transfer, philanthropy, and incapacity planning with clarity.
Read MoreRising tensions involving Iran are increasing oil price volatility. Learn what it could mean for inflation, markets, and long-term investors.
Read MoreFraud 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.
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