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.

Why Tax Notices Are on the Rise in 2026 — And What to Do If You Get One

Tax notices are on the rise in 2026. Here's why it's happening — and the simple steps to take if you receive one.

Tax Planning, VideoStaffJune 29, 2026Beth Xu

Private Markets Explained: What Investors Must Evaluate Before Investing

Private 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.

Investment Planning, Advisory Industry Educ..., VideoStaffMay 21, 2026Alvaro Munoz

What Actually Matters For Markets During Geopolitical Shocks?

Geopolitical 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.

When There’s No Default Heir: Designing a Legacy with Intention

When 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.

Estate Planning, VideoJeff HansenMarch 27, 2026Jeff Hansen

Why Scams Are Getting Smarter—and What Investors Need to Know About Cybersecurity Today

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.

Risk Management, VideoStaffJanuary 30, 2026Elizabeth A. Lardizabal, Amber M. Salzman

Narrow Market Leadership and Higher Expectations — Are We in a Bubble?

Stock 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.

Why Are Investors Buying Both AI Stocks and Gold?

From 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.

Is a Roth Conversion a Good Idea?

A Roth conversion involves moving your pre-tax dollars from a Traditional IRA or other qualified retirement account into a Roth IRA.

Retirement Planning, VideoMaria G. NavarroSeptember 25, 2025Maria G. Navarro

Applying for Student Loans As a High-Net-Worth Person

Applying 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.

Education Planning, VideoMarisa MarshallSeptember 10, 2025Marisa Marshall

Tariffs Are Rising—What It Means for Markets and Your Portfolio

With 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.

How to Choose a Financial Advisor

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.

Wealth Management, VideoDrew AhrensMay 20, 2025Drew Ahrens, Jeff Hansen

What Are ABLE Accounts? Tax-Advantaged Savings for Disabilities

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.

Investment Planning, VideoJeremy LorenzMay 1, 2025Jeremy Lorenz

Impact of New Tariffs on Markets and Economy

The April announcements by the White House of sweeping new tariffs on U.S. imports sparked a wave of concern among investors and ensuing severe market volatility—and understandably so. We discuss what these changes could mean for the market and economy going forward.

3 Facts About the Stock Market You May Not Know

When the stock market goes down, there’s a tendency to want to pull out your investments. History shows us why that may not be the best move. Let’s explore this and 2 other facts you may not know.

Investment Planning, VideoJohn Koenig, CFP®, CPAMarch 20, 2025John T. Koenig, Jeremy Lorenz

An Introduction to Using Trusts in Estate Planning

Trusts can be a powerful estate planning tool. If you’re not exactly sure what they are, you’re not alone. In this article, we stick to the basics to give you a high-level overview.

Estate Planning, VideoRobert J. Wootton, MBA, CFP®February 4, 2025Robert J. Wootton

Trump’s Policy Shake-Up – What it Could Mean for the Market and Economy

President Donald Trump has promised significant shifts with proposals such as corporate tax cuts, government spending cuts, and changes to trade and immigration policy. We assess the potential market and economic impacts of the new administration’s ambitious economic agenda.

Covering Health Insurance to Retire Early

If you’re looking to retire early, you’ll want to plan for healthcare coverage. Medicare doesn’t start until you’re 65, but you have other options to review.

Retirement Planning, VideoMichal GicalaDecember 4, 2024Michal Gicala

How to Plan for Health Care Costs in Retirement

Health care costs are rising. The closer you get to retirement, the more important these costs become. Here we cover some basics behind health care costs and strategies to proactively plan for them.

Retirement Planning, VideoJeff HansenNovember 12, 2024Jeff Hansen

U.S. Elections - Potential Market Impact And Investment Considerations

The outcome of the U.S. elections could influence policy changes in areas such as taxes, trade, and regulation. In our latest investment perspective, we examine the potential market implications and what investors should keep in mind as election day approaches.

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