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3 Important Financial Planning Steps to Take in Your 30s

As professional opportunities and earning power begin to increase, many individuals in their thirties may also be thinking about balancing the demands of a young family and possibly even aging parents.

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Financial PlanningBrian M. Niksa, CFP®September 15, 2019Brian M. Niksa
Important Things to Know About Your Equity Compensation Plan

Pharmaceutical giant, Pfizer, introduced equity compensation to corporate America in the early 1950s, and it wasn’t long before other major corporations adopted their own forms of this type of employee benefit.

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Investment Planning, Retirement PlanningJames A. Marquez, CFP®September 1, 2019James A. Marquez
How to Use IRA Distributions for Tax Efficient Charitable Planning

In many ways, the Tax Cuts and Jobs Act (TCJA), passed in December 2017, marked the beginning of a new approach to tax planning.

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Charitable Planning, Tax PlanningJessica NiksaAugust 15, 2019Sandy L. Higgins
Capstone Financial Advisors Named to Financial Advisor Magazine’s 2019 RIA Ranking

Capstone Financial Advisors is pleased to announce it has been named to Financial Advisor Magazine’s 2019 RIA Survey & Ranking.

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Firm UpdatesJessica NiksaJuly 31, 2019William J. Murphy
Investment Perspective Q3 2019: Should I change my portfolio ahead of the election?

With 2020 U.S. election campaigns now gearing up and the U.S. stock market near “all-time highs” once again, many investors are asking whether now is a good time to reduce risk or get out of the market altogether.

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Investment PerspectiveJessica NiksaJuly 15, 2019Aldo S. Vultaggio
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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Firm UpdatesJessica NiksaJuly 1, 2019William J. Murphy
Market & Economic Review – 1st Half 2019

What recent market and economic data is telling us about the looming global economic and earnings growth slowdown amid interest rate increases. 2018 year-end stock market route. The U.S. treasury yield curve nearing inversion.

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Market & Economic ReviewJessica NiksaJune 30, 2019Aldo S. Vultaggio
What You Should Know About Annuities

According to the latest study by the Centers for Disease Control and Prevention, from 1900 to 2016, the average lifespan for an individual living in the United States increased from 47 to almost 79 years of age – an increase of 66%.

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Insurance PlanningKyle Grabenstetter, CFP®June 15, 2019Staff
Capstone Welcomes Anood Sadiq as Client Service Specialist

Capstone Financial Advisors is pleased to announce the addition of Anood Sadiq as a Client Service Specialist.

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Firm UpdatesJessica NiksaJune 3, 2019William J. Murphy
Investment Perspective Q2 2019: Yield curve inversion – Is a recession forthcoming?

The yield curve is often used as recession gauge because when it inverts (i.e., short-term rates are higher than long-term-rates), it is typically proceeded by an economic slowdown. This past March, the 3-month-to-10-year part of the curve briefly inverted.

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Investment PerspectiveJessica NiksaApril 18, 2019Aldo S. Vultaggio
How to Potentially Increase Your After-Tax Portfolio Return Without Adding Risk

For taxable investors, the cost of annual taxes paid on portfolio income (i.e., interest and dividends) and capital gains can be one of the biggest detractors to a portfolio’s return.

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Tax Planning, Investment PlanningJessica NiksaApril 1, 2019Brian Peterson
How to Manage and Quickly Pay Down Student Loan Debt

It’s no secret that student loan debt is as high as it’s ever been in America. According to the latest studies from 2017, student loan debt nationwide totals $1.4 trillion across more than 44 million borrowers.

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Financial PlanningJessica NiksaMarch 15, 2019James A. Marquez
Financial Planning In Your 20s: 3 Important Steps to Take

When starting a new journey, the hardest part can sometimes be taking that first step. The same holds true when it comes to your finances.

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Financial PlanningJessica NiksaFebruary 15, 2019
Investment Perspective Q1 2019: Will trade conflict continue to unnerve markets?

Today, it is apparent that all of this trade conflict and policy uncertainty has negatively impacted corporate costs, supply chains, and investment planning; recent comments from company CEOs and declining stock prices are some proof of this.

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Investment PerspectiveJessica NiksaJanuary 16, 2019Aldo S. Vultaggio
2019 Market Volatility Explained: Causes & Investment Tips

During the last three months of 2018, stock markets around the world sold off as investors became increasingly apprehensive about a global economic slowdown.

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Investment PerspectiveJessica NiksaJanuary 1, 2019Aldo S. Vultaggio
Market & Economic Review – 2nd Half 2018

What recent market and economic data is telling us about how geopolitical uncertainty has been the major headwind for stocks, despite accelerating corporate earnings and robust economic growth.

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Market & Economic ReviewJessica NiksaDecember 31, 2018Aldo S. Vultaggio
2 Types of Insurance to Protect Your Family's Long-Term Financial Security

According to the Social Security Administration, a person who turned twenty years old in 2017 has a 6.1% chance of dying before normal retirement age and a 26.8% chance of becoming disabled.

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Insurance PlanningJessica NiksaDecember 1, 2018Staff
How to Protect Your Personal Assets from Lawsuits

It is nearly guaranteed you will see at least one billboard advertising legal services when you drive on a highway these days.

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Estate PlanningJessica NiksaNovember 16, 2018Staff
Capstone Welcomes John Koenig, CFP® as Financial Planner

Capstone Financial Advisors is pleased to announce the addition of John Koenig, CFP® as a Financial Planner.

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Firm UpdatesJessica NiksaOctober 30, 2018William J. Murphy
Our Perspective on 2018 Market Volatility

It's always hard to pinpoint exactly what causes market volatility like what we've experienced recently.

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Investment PerspectiveJessica NiksaOctober 14, 2018Aldo S. Vultaggio
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Capstone Financial Advisors
2001 Butterfield Road,
Downers Grove, IL, 60515,
United States
(630) 241-0833 capstonesocialmedia@capstone-advisors.com
Hours
Mon 8am - 5pm
Tue 8am - 5pm
Wed 8am - 5pm
Thu 8am - 5pm
Fri 8am - 5pm
Sat Closed
Sun Closed
 
 
 

Capstone CHICAGO Office

 

2001 Butterfield Road, Suite 1750 | Downers Grove, IL 60515
(630) 241-0833

Capstone NASHVILLE Office

8 Cadillac Drive, Suite 3039 | Brentwood, TN 37027
(615) 570-9851

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