One of the most common questions I get from clients is surprisingly simple: "I have a lot of cash. Should I invest it all today or ease into the market?" It comes up after inheritances, business sales, bonuses or when someone finally decides to invest money that's been sitting in a savings account. It's a simple question, but the answer isn't as straightforward as many people think.
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 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 MoreUnlock the full potential of your employee stock options with key financial considerations. Strategies, tax implications, and professional guidance for maximizing value.
Read MoreWealth Advisor James A. Marquez, CFP® was quoted in the article, “7 Ways To Balance Risk in Your Retirement Portfolio” published by Go Banking Rates.
Read MoreCapstone was recently featured on the Dakota Live! Podcast. Click to hear more about our investment research process and portfolio management approach.
Read MoreShould long-term investors focus on midterm elections? We look at historical returns in months when midterm elections took place to prove why trying to make investment decisions based on the outcome of elections is unlikely to result in consistently better returns for investors.
Read MoreChief Investment Officer Aldo S. Vultaggio, MBA, CFA®, CAIA®, AIF®, CPA was quoted in this recent CNBC article about what investors should consider before investing in riskier areas of the market like crypto, meme stocks, and SPACs.
Read MoreSenior Wealth Advisor Sandy Higgins, JD, CFP® was quoted in this recent CNBC article about how to approach buying a home in the current environment of higher mortgage rates and elevated home prices.
Read MoreWealth Advisor James Marquez, CFP® was quoted in the article, “Top Retirement Investment Strategy in a Post-Pandemic World? 7 Experts Chime In” published by SophisticatedInvestor.com.
Read MoreWealth Advisor James Marquez, CFP® was quoted in the article, “Stung by the stock market, Gen Z and millennials still shun advisors” published by Financial Planning.
Read MoreWhile traveling outside the US is exciting — often it’s fulfilling a lifelong dream — planning can be stressful. While it’s easier (and more fun) to focus on things such as where to eat and what activities to book, it’s necessary to also prepare financially.
Read MoreAs the financial advisory industry has grown and evolved over the past few decades, so too has advisor compensation options. Here are the 3 main compensation models a financial advisor can use.
Read MoreWealth Advisor Kyle Grabenstetter CFP® was interviewed on WGN Radio’s “Your Money Matters”, where he discussed the child tax credit and answered common questions.
Read MoreWhen it comes to investment management, merely constructing a portfolio is not enough. Having the right mix of securities and understanding each security’s expected return, standard deviation, and correlations to each other is highly important.
Read MoreIf you hold company stock in a 401k, you’ll want to be aware of potential net unrealized appreciation tax benefits. Here we explain the main points to consider.
Read MoreCapstone co-founder Troy Bute was featured in Crain’s Chicago Business to discuss the Build Back Better Act and how it could affect your taxes.
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Wealth Advisor Kyle Grabenstetter CFP® was interviewed for the Action & Ambition podcast, featured on Entrepreneur.com, where he discusses his thought process as a financial advisor and how he works with his clients to create sound recommendations based on their lifestyle and aspirations.
Read MoreWhether it’s your first or fifth home purchase, buying a new home can be an exciting, albeit stressful time. One of the many factors to consider when financing a home purchase is the type of mortgage product to use
Read MoreSenior Wealth Advisor Robert Wootton, CFP® was quoted in the article, “4 Strategies to Deal with Money Stress” by Happify Daily. The article outlines the most common financial stressors, along with the practical steps you can take to regain control.
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