Capstone Financial Advisors is pleased to announce that we have been named to the 2022 CNBC FA 100 list of top U.S. registered investment advisors (RIAs).
Read MoreThanks to higher inflation rates and stock market volatility, Series I savings bonds (I bonds) are currently a hot topic. Everyone’s understandably looking to make sure their money is saved and invested wisely.
Read MoreHolistic financial planning considers the entire financial picture to ensure your investments are maximized and tax efficient.
Read MoreWhen people talk about the stock market, they often talk about the big names like Apple, Amazon, or Google. Whether they’re up or down and the reasons behind the change make headlines, so when it’s time to invest, they seem like the logical places to start.
Read MoreCapstone has been named to Financial Advisor Magazine’s 2022 RIA Ranking, which lists the top Registered Investment Advisor firms in the country. Capstone has been ranked #221 out of the 534 firms included in the survey.
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 MoreThere's a lot that goes into naming beneficiaries for your 401(k), IRA and life insurance policies, especially if you're a high-net-worth individual. In the event you don't name beneficiaries, you risk putting your estate into probate.
Read MoreRecent market declines have been painful, and risks abound for the economy as central banks attempt to slow activity without causing a severe recession. We provide our updated outlook and answer the question of whether now is a good time to invest.
Read MoreThere has been a dramatic rise in usage of target-date funds in company sponsored 401(k) plans. We explore reasons to consider using (and not using) these funds.
Read MoreStocks and bonds worldwide broadly posted negative returns through the end of the second quarter. In our latest research presentation we take a detailed look at what’s happening lately in the markets.
Read MoreThe Federal Reserve is demonstrating a strong commitment to controlling inflation by aggressively raising interest rates. We provide insight into the Fed’s current action plan and compare it to the 1970s and 1980s stagflation period.
Read MoreThe U.S. stock market has entered "bear market territory" by declining more than 20% from recent highs. Amid a volatile run for stocks and speculation surrounding a potential economic recession, we explore whether more market losses should be expected.
Read MoreNaming a trust as a beneficiary on your retirement accounts comes with benefits when the right language is used. We explain the key factors to consider when drafting beneficiary designations.
Read MoreCapstone Financial Advisors is pleased to announce two new team members: Cole Urban and Jeremy Lorenz will join the firm as Financial Planning Analysts.
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 MoreBrokerage accounts are often overlooked as a way to save and invest for retirement. We outline reasons why this type of account can be just as important as a 401(k) or IRA.
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 MoreGlobal investors face a challenging market environment, with expectations of higher inflation, tighter monetary policy, and the impacts of the Russia-Ukraine war. We outline ways that investors should position portfolios for above-trend inflation and rising interest rates over the next few years.
Read MoreCapstone was recently named as one of the 2022 Best Places to Work in Illinois.
Read MoreAfter an exceptionally calm 2021, we’ve seen a return to a more normal (higher) level of volatility in stock markets so far in 2022. Bonds sustained their worst quarterly decline in decades as the markets reset expectations for how quickly the Federal Reserve and other central banks will raise interest rates.
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