News

Artificial-intelligence investment has become an important force across markets and the economy. The buildout has strong support, but sustaining today’s pace will increasingly depend on whether revenue, productivity gains, and cash flow justify the capital committed. In our Q3 2026 Quarterly Investment Perspective, we examine the forces supporting AI investment, the constraints that could slow it, and why technological success may not translate into equally strong results for every company or stock. We also consider the market, economic, and portfolio implications surrounding this long-term theme. Read the latest Quarterly Investment Perspective.

Tax notices are on the rise in 2026. Here's why it's happening — and the simple steps to take if you receive one.

Private market investments are no longer limited to large institutions. Today, more high-net-worth investors are gaining access to private equity, private credit, real estate and infrastructure opportunities.. That access can expand what is possible in a portfolio—but it also introduces new complexities and risks. Before investing, it is important to understand what makes private markets different—and what to evaluate beyond performance.

Geopolitical tensions, particularly in the Middle East, have raised new questions for investors as energy prices, inflation expectations, and interest rates respond in different ways. While headlines can drive short-term volatility, markets are ultimately reacting to how these events influence the broader economic backdrop—leading to a more nuanced and sometimes conflicting set of signals beneath the surface. In our latest Quarterly Investment Perspective, we explore how markets process geopolitical risk and what tends to matter most over time.

When there’s no default heir, legacy planning becomes intentional.

Explore how high-net-worth individuals can structure wealth transfer, philanthropy, and incapacity planning with clarity.

Fraud isn’t what it used to be. Today’s scams are smarter, more convincing, and designed to look legitimate. Learn how modern fraud tactics work—and why increased cybersecurity awareness is essential for investors.

Stock market gains have become increasingly concentrated in a small group of companies, raising questions about how sustainable today’s market leadership really is. At the same time, strong earnings, innovation, and easing financial conditions continue to support investor confidence, creating a tension between optimism and caution. In our latest Quarterly Investment Perspective, we explore whether current market dynamics reflect excess—or a more nuanced phase of the market cycle—and what it means for long-term investors.

From artificial intelligence to gold, two very different themes are shaping investor behavior. Optimism about AI’s growth potential is driving enthusiasm for technology stocks, while concerns over rising deficits, currency debasement, and geopolitical risk are fueling renewed demand for gold. In our latest Quarterly Investment Perspective, we explore what’s behind these competing forces—and how investors can stay balanced amid shifting market sentiment.

A Roth conversion involves moving your pre-tax dollars from a Traditional IRA or other qualified retirement account into a Roth IRA.

Applying to colleges can be an exciting yet stressful time. High-net-worth families may choose to fund their children’s education through a mix of financial resources, often incorporating 529 plans alongside education loans.

With U.S. tariffs back in the headlines, investors are wondering whether heightened trade tensions could derail the economy or markets. In our latest Quarterly Investment Perspective, we examine the potential impact, explore likely policy scenarios, and explain why long-term investors should remain confident.

Looking for a financial advisor can be overwhelming. A simple internet search will bring up hundreds of options. Choosing the right investment advisor is one of the most important decisions you'll make for your financial future.

If you or a family member have a qualifying disability, chances are your Capstone advisor has discussed an ABLE 529. In this article, we give you an easy-to-understand explanation about these tax-advantageous accounts.

The April announcements by the White House of sweeping new tariffs on U.S. imports sparked a wave of concern among investors and ensuing severe market volatility—and understandably so. We discuss what these changes could mean for the  market and economy going forward.

When the stock market goes down, there’s a tendency to want to pull out your investments. History shows us why that may not be the best move. Let’s explore this and 2 other facts you may not know.

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.

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.

If you’re looking to retire early, you’ll want to plan for healthcare coverage. Medicare doesn’t start until you’re 65, but you have other options to review.

Health care costs are rising. The closer you get to retirement, the more important these costs become. Here we cover some basics behind health care costs and strategies to proactively plan for them.

The outcome of the U.S. elections could influence policy changes in areas such as taxes, trade, and regulation. In our latest investment perspective, we examine the potential market implications and what investors should keep in mind as election day approaches.

If you’re a parent, financially, one of the best actions you can take is to teach your children about finances. It’s not as hard as you may think. Here are some concrete ways to proceed.

Emotional intelligence plays a huge role in wealth management. Understanding your risk tolerance and factoring it into your decisions is vital for success.

The Fed will likely continue its wait-and-see approach until it observes consistent signs of cooling inflation. In our latest investment perspective, we discuss whether the economy will eventually enter a recession if interest rates remain unchanged for longer.

It’s important that high-net-worth individuals, families and businesses proactively plan for the estate and gift tax sunset coming in 2025. There are strategies we’ll consider to protect your wealth.

The commercial real estate market has undergone a significant downturn and sentiment towards it is extremely negative. In our latest investment perspective, we discuss the current state of the real estate asset class and what may lie ahead for it.

Knowing if you’re a high-net-worth client helps guide your wealth management decisions because high-net-worth clients face complex challenges that are unique to their situation.

The U.S. presidential election will no doubt capture the headlines in 2024 and create uncertainty. We discuss how investors should approach investing in an election year. 

Geopolitical risk has risen with the recent tragic attack on Israel. The implications, especially from a humanitarian perspective of this event, are vast and devastating, as are many of the political repercussions that will follow.  In our latest investment perspective, we discuss how war in the Middle East could impact the broader markets and the economy, and portfolio considerations for investors.    

Health Savings Accounts (HSAs) were first established in 2003 under the Medical Prescription Drug Improvement and Modernization Act. Since 2011, the amount in HSAs has grown from about $6.76 million to $22.21 million in 2017.

For most individuals, the main goal of giving to charity is not necessarily to take advantage of the income tax deduction or to receive some benefit in return, but rather to support an organization that has a mission they believe in.