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An Introduction to Using Trusts in Estate Planning

Trusts can be a powerful estate planning tool. If you’re not exactly sure what they are, you’re not alone. In this article, we stick to the basics to give you a high-level overview.

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Estate PlanningRobert J. Wootton, MBA, CFP®February 4, 2025Robert J. Wootton
Trump’s Policy Shake-Up – What it Could Mean for the Market and Economy
Trump’s Policy Shake-Up – What it Could Mean for the Market and Economy

President Donald Trump has promised significant shifts with proposals such as corporate tax cuts, government spending cuts, and changes to trade and immigration policy. We assess the potential market and economic impacts of the new administration’s ambitious economic agenda.

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Investment Perspective, VideoAldo Vultaggio, MBA, CFA®, CAIA®, AIF®, CPAJanuary 21, 2025Aldo S. Vultaggio
2024 Annual Market Review

Stock and bond markets overall delivered positive returns in 2024, with U.S. stocks once again leading the way, as markets navigated shifting central bank policies and an evolving political landscape. In our latest research presentation, we take a detailed look at what happened last year in the markets and provide our 2025 market outlook.

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Market & Economic ReviewAldo Vultaggio, MBA, CFA®, CAIA®, AIF®, CPAJanuary 13, 2025Aldo S. Vultaggio
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Capstone Financial Advisors
2001 Butterfield Road,
Downers Grove, IL, 60515,
United States
(630) 241-0833 capstonesocialmedia@capstone-advisors.com
Hours
Mon 8am - 5pm
Tue 8am - 5pm
Wed 8am - 5pm
Thu 8am - 5pm
Fri 8am - 5pm
Sat Closed
Sun Closed
 
 
 

Capstone Main Office

 

2001 Butterfield Road, Suite 1750 | Downers Grove, IL 60515
(630) 241-0833

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