Giving a portion of your wealth to your favorite philanthropy is a win-win situation. You support work important to you, increasing your portfolio’s tax efficiency at the same time.
Read MoreCapstone has been named to Financial Advisor Magazine’s 2023 RIA Ranking, which lists the top Registered Investment Advisor firms in the country. Capstone has been ranked #230 out of the 521 firms included in the survey.
Read MoreInherent in every financial recommendation we make is tax efficiency. Tax planning has to be part of your financial plan — it’s why we offer both tax planning and preparation for our clients.
Read MoreThere has been increasing interest in how the prospects of AI may be boosting stock market performance, particularly for a handful of the largest technology companies. In our latest investment perspective, we discuss whether one should change their investment portfolio to benefit more from the generative AI growth trend.
Read MoreStock markets extended their gains during the second quarter, while bond markets were mixed. 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 MoreUnlock the full potential of your employee stock options with key financial considerations. Strategies, tax implications, and professional guidance for maximizing value.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “19 Points To Consider Before Making Large Capital Investments In Single Stocks” published by Forbes.
Read MoreThe clock is once again ticking on U.S. debt ceiling negotiations. As deadlines draw nearer, the political theater and dramatic media reporting will likely continue to intensify. We provide some historical perspectives and explain what investors should expect this time around.
Read MoreIf 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.
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