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State of Investing Today During Commercial Real Estate Downturn
State of Investing Today During Commercial Real Estate Downturn

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.

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Investment Perspective, VideoAldo Vultaggio, MBA, CFA®, CAIA®, AIF®, CPAMay 3, 2024Aldo S. Vultaggio
12 Negative Impacts of Inaccurate Credit Reports

Senior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “12 Negative Impacts of Inaccurate Credit Reports” published by Forbes.

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Investment PlanningBrian M. Niksa, CFP®April 29, 2024Brian M. Niksa
Quarterly Market Review – Q1 2024

Stock markets continued rallying and bond markets took a breather in the first quarter. In our latest research presentation, we take a detailed look at what happened last quarter in the markets and provide our updated market outlook.

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Market & Economic ReviewAldo Vultaggio, MBA, CFA®, CAIA®, AIF®, CPAApril 17, 2024Aldo S. Vultaggio
20 Financial Tips For Founding An Organization

Senior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Financial Tips For Founding An Organization” published by Forbes.

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Investment PlanningBrian M. Niksa, CFP®April 9, 2024Brian M. Niksa
Depreciation Recapture & Residential Real Estate Investing

Residential real estate rentals can be a great investment provided you understand all the tax implications.

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Wealth Management, Tax PlanningBrian M. Niksa, CFP®April 2, 2024Brian M. Niksa
20 Financing Options For Small Business Owners To Consider This Year

Senior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Financing Options For Small Business Owners To Consider This Year” published by Forbes.

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Investment PlanningBrian M. Niksa, CFP®March 18, 2024Brian M. Niksa
Criteria of a High-Net-Worth Client
Criteria of a High-Net-Worth Client

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.

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Wealth Management, VideoNic Reed, CFP®March 6, 2024Nic Reed
Capstone Financial Advisors Named a 2024 Best Places to Work for Financial Advisors

Capstone Financial Advisors is pleased to announce that we have been recognized as a 2024 Best Places to Work for Financial Advisors by InvestmentNews.

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Firm UpdatesBill MurphyMarch 1, 2024William J. Murphy
Investing During An Election Year: What To Know
Investing During An Election Year: What To Know

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. 

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Investment Perspective, VideoAldo Vultaggio, MBA, CFA®, CAIA®, AIF®, CPAFebruary 8, 2024Aldo S. Vultaggio
What Is a Fiduciary? - Role & Importance of a Fiduciary

Not all financial planners objectively make recommendations in your best interest. If you’re unfamiliar with the term “fiduciary,” you’ll want to read this.

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Wealth ManagementBrian W. Peterson, CFP®February 5, 2024Brian Peterson
20 Ways To Boost Financial Literacy Amongst Your Staff And Clients

Senior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Ways To Boost Financial Literacy Amongst Your Staff And Clients” published by Forbes.

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Investment PlanningBrian M. Niksa, CFP®January 18, 2024Brian M. Niksa
Capstone Announces Team Member Promotions

Capstone Financial Advisors is pleased to announce the promotions of key members of its growing team.

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Firm UpdatesBill MurphyJanuary 17, 2024William J. Murphy
2023 Annual Market Review

Global stock and bond markets rallied significantly in 2023. In our latest research presentation, we take a detailed look at what happened last year in the markets and provide our 2024 market outlook.

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Market & Economic ReviewAldo Vultaggio, MBA, CFA®, CAIA®, AIF®, CPAJanuary 11, 2024Aldo 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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