What Is an HSA? It’s an investment account rich in tax benefits. Unlike any other savings opportunity, a Health Savings Account can be crucial to your retirement investment planning success.
Read MoreFind out if you’re eligible for student loan forgiveness under President Biden’s pending student debt relief program. There are possible state tax ramifications you’ll want to be aware of.
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 MoreSecure 2.0 introduces several changes to workplace retirement plans to increase saving opportunities for employees. With additional provisions going into effect, now’s the time for employees to assess their contribution plan and make changes as needed.
Read MoreWhat’s ahead for economies and markets in 2023? In our latest investment perspective, we provide our updated outlook and discuss how it informs our recommendations for positioning portfolios going forward.
Read More2022 was a tumultuous year, characterized by geopolitical tensions, interest rate hikes, and inflation concerns across regions, resulting in significant losses across asset classes - a rare occurrence historically. In our latest research presentation, we take a detailed look at what happened last year in the markets and provide an updated market outlook.
Read MoreWhen you think of retirement planning, a 401(k) account is probably the first thought that comes to mind. A 401(k) retirement plan is arguably the most popular employer-sponsored retirement savings plan. However, is it a complete retirement plan strategy?
Read MoreIt’s been a challenging year for investors. In an article recently published in Chicago’s Daily Herald Business Ledger, we discuss five important things investors should do after a year when markets are down.
Read MoreCapstone was recently featured on the Dakota Live! Podcast. Click to hear more about our investment research process and portfolio management approach.
Read MoreSwitching jobs often results in a 401(k) account left a your previous employer. We discuss several options and provide guidance on what to do with an old 401(k).
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 MoreIt continues to be a challenging year for investors, even those with diversified portfolios. Our latest investment perspective provides our updated outlook and explains why long-term investors should stay on course, particularly amid a period of heightened uncertainty and market volatility.
Read MoreWhat at first looked like a turnaround quarter for the markets took a turn for the worse. In our latest research presentation, we take a detailed look at what’s happening lately in the markets and provide an updated market outlook.
Read MoreCapstone 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 More