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.

Discover how a Health Savings Account (HSA) can do more than cover medical bills — it can supercharge your financial future!

Want to know how to teach your kids about money? In this video, we share essential money skills every child should learn. Don’t miss these tips to set your kids up for financial success!

Curious about where markets are heading as we wrap up 2024? Capstone’s CIO, Aldo Vultaggio, dives into the latest stock surges, bond rallies, and the potential market-shaking impact of the U.S. election. Discover what’s fueling economic growth, how rate cuts could play out, and smart strategies for navigating the road ahead.

Explore how donor-advised funds can streamline your charitable giving while offering potential tax benefits. Understand key strategies that can help you maximize the impact of your contributions and support the causes you care about effectively.

Emotions can make or break your investment success. In this video, uncover how to manage emotional responses, avoid common pitfalls, and stay focused on your financial goals. Discover how emotional intelligence and a solid strategy can help navigate market volatility.

Get the latest insights on how AI is shaping the stock market and why strategic shifts in U.S. and international investments could impact your portfolio. This video also delves into the pressing question: Is a recession on the horizon if interest rates remain unchanged? Explore what market trends and economic indicators are signaling for the months ahead.

Wondering if you're a high-net-worth client? Find out the key criteria, unique financial challenges, and the advantages of having a dedicated financial advisor. Learn about managing complex investments, estate planning, and cash flow. Discover how to choose the best advisor for your needs and ensure your wealth is effectively managed.

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.

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.

Inflation is moderating but is still well above the Fed’s target. Meanwhile, the outlook for economic growth remains challenged amid higher interest rates. Amid this macro backdrop, we discuss our recommendations around portfolio positioning and management heading into the end of the year.

In our latest investment perspective, we discuss whether one should change their investment portfolio to benefit more from the generative AI growth trend.

At Capstone Financial Advisors, you’ll find more than a financial advisor. You’ll find a partner willing to get to know you, your family, and your financial goals. As a fee-only, personal financial advisory firm, Capstone works with high-net-worth individuals, families, and institutions. Let us put our experience to work for you.

As your independent wealth manager, we consider the income tax impact of financial decisions or recommendations we make. We take practical measures to lessen your tax burden.

Planning for retirement shouldn’t be complicated. We’ll walk you through your options – whether you’re an individual looking ahead or a business owner seeking the right plan for employees.

We work by your side to determine your specific investment needs, establish your priorities, and integrate your strategy with all aspects of your financial life.

Funding higher education requires commitment and careful planning. To help prepare, we’ll work with you to analyze your education needs and determine the best option.