If you’re worried about what happens if you overfund your 529 plan, you’re not alone. We financially plan to avoid overfunding, but if it happens, all is not lost.
Read MoreCapstone was recently named as one of the 2023 Best Places to Work in Illinois. The awards program began in 2006 and is promoted by The Daily Herald Suburban Business.
Read MoreIn March, the failure of the Silicon Valley Bank (SIVB) and ensuing news about other banks contributed to uncertainty and market turmoil. In our latest investment perspective, we discuss the potential longer-term implications of this event and what it could mean for investors going forward.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “14 Tips For Companies Offering Their First 401(k) Program” published by Forbes.
Read MoreAfter material declines in 2022, stocks and bonds posted gains during the first quarter. 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 MoreWhat 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.
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