Capstone Financial Advisors is pleased to announce the promotions of key members of its growing team: John Koenig, CFP®, James Marquez, CFP®, and Paul Schee, CFP®, CIMA®, all to Wealth Advisors; Kari McKinley, CFP® to Senior Financial Planner; and Laura Maher to Client Service Specialist.
Read MoreCapstone’s 2021 Tax Reference Guide for income earned in 2021 and tax returns filed in 2022 is now available.
Read MoreEstate planning is like an orchestra. Each instrument, while impressive on its own, fulfills a unique purpose. When combined, these “instruments” can create a masterpiece.
Read MoreCapstone Financial Advisors is pleased to announce that we have been recognized as a 2021 Best Places to Work for Financial Advisers by InvestmentNews.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® discusses “How to optimize your charitable planning,” for the Daily Herald Business Ledger. The article discusses three main charitable giving strategies.
Read MoreCapstone Financial Advisors has a new look. We are pleased to share with you our new brand identity, logo, and website that better reflect our dedication to delivering personalized wealth management services.
Read MoreTo start 2021, investors can breathe a sigh of relief. The contentious U.S. election (and inauguration) are behind us, COVID-19 vaccines have arrived, and the U.K. finally approved its post-Brexit trade deal with the European Union. Although we have overcome big hurdles, we are not yet in the clear.
Read MoreAs the end of the year approaches, it is always a good time to think about ways to help lower your April tax bill next year and in years to come. Prior to this year, taxpayers were still digesting changes made due to the landmark Tax Cuts and Jobs Act (TCJA).
Read MoreAssume two people make the same amount of money, own similarly valued homes, and live similar lifestyles, but one of them can save far more money than the other. What is the difference? Location, location, location.
Read MoreThe markets have been driven by the economic improvement that has already occurred and optimism about the potential for further improvement in economic activity down the road. This is part of the reason why the stock market rally is believable.
Read MoreAccording to the Cybersecurity and Infrastructure Security Agency (CISA), the current pandemic has led to an increase in cyber threat activity, specifically with several Covid-19 related scams.
Read MoreHow is the economy doing several months into the pandemic? Recent data suggest that the U.S. recovery has decelerated; however, we are still seeing gradual improvement across most indicators we track.
Read MoreThe year 2020 has already shaped up to be a year that we will never forget. On top of everything that has happened this year, it is hard to believe that in a matter of weeks, a U.S. presidential election will take place.
Read MoreEducation costs, particularly college tuition, have consistently outpaced the rate of inflation. According to the College Board, the average cost of private college tuition has doubled over the past thirty years, while the average cost of public college tuition has more than tripled.
Read MoreIn the short-term, most property types and markets may face noteworthy declines in asking rents and meaningful increases in vacancy rates due to decline in economic activity, but these effects are more likely cyclical than structural or permanent. In the long-term, Capstone’s outlook is either positive or neutral on most commercial real estate sectors.
Read MoreWhether you are new to an organization or have been with them for decades, being presented with and having to evaluate a severance package is likely to feel like uncharted territory.
Read MoreCapstone Financial Advisors is pleased to announce that we have been named to Financial Advisor Magazine’s 2020 RIA Ranking, which lists the top Registered Investment Advisor firms in the country.
Read MoreCapstone Financial Advisors is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.
Read MoreA large portion of the U.S. stock market today is concentrated in a handful of stocks. The technology companies included in these top stocks are drawing attention for their perceived sway on the market as a whole. This has led to some concern among investors that such a small group of stocks having such a heavy influence on performance may mean that there is more risk in the market than usual.
Read MoreAccording to a new Pew Research Center survey conducted in April, roughly half of U.S. adults have said that the internet “has been essential for them personally during the pandemic.” With the immediate need for contactless services and communication, it comes as no surprise that the internet has become an even more vital part of our everyday lives.
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