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Market & Economic Review – 2nd Half 2018

What recent market and economic data is telling us about how geopolitical uncertainty has been the major headwind for stocks, despite accelerating corporate earnings and robust economic growth.

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Market & Economic ReviewJessica NiksaDecember 31, 2018Aldo S. Vultaggio
2 Types of Insurance to Protect Your Family's Long-Term Financial Security

According to the Social Security Administration, a person who turned twenty years old in 2017 has a 6.1% chance of dying before normal retirement age and a 26.8% chance of becoming disabled.

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Insurance PlanningJessica NiksaDecember 1, 2018Staff
How to Protect Your Personal Assets from Lawsuits

It is nearly guaranteed you will see at least one billboard advertising legal services when you drive on a highway these days.

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Estate PlanningJessica NiksaNovember 16, 2018Staff
Capstone Welcomes John Koenig, CFP® as Financial Planner

Capstone Financial Advisors is pleased to announce the addition of John Koenig, CFP® as a Financial Planner.

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Firm UpdatesJessica NiksaOctober 30, 2018William J. Murphy
Our Perspectives on Recent Market Volatility

It's always hard to pinpoint exactly what causes market volatility like what we've experienced recently.

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Investment PerspectiveJessica NiksaOctober 14, 2018Aldo S. Vultaggio
Investment Perspective Q4 2018: How might the midterm elections affect the markets?

The upcoming U.S. midterm elections in November are going to be a center of focus for their potential impact on U.S. policy, the economy, and corporate earnings. The uncertainty that comes with political events typically causes market volatility

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Investment PerspectiveJessica NiksaOctober 12, 2018Aldo S. Vultaggio
Should You Buy Long-Term Care Insurance?

Individuals age 65 or older are the fastest growing age group today and are expected to be over 25% of the population in the next 50 years. 

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Insurance PlanningJessica NiksaSeptember 30, 2018Staff
4 Ways to Optimize Your Itemized Deductions

Clients often ask if they will be able to itemize deductions on their tax return to claim more deductions than the “standard deduction”.

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Tax PlanningJessica NiksaSeptember 14, 2018Brian Peterson
4 Long Term Ways to Give to Charity

In contrast to traditional methods that typically involve budgeting for one-time annual donations directly to charity, “planned giving” involves making significant gifts to charities that are arranged in the present to be granted in future years.

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Charitable Planning, Tax PlanningRobert J. Wootton, MBA, CFP®August 16, 2018Robert J. Wootton
Investment Perspective Q3 2018: What would be the economic impact of tariffs?

Recent announcements by the Trump Administration on the imposition of tariffs on imports from China, Canada, Mexico and Europe has undoubtedly increased the likelihood of a trade war.

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Investment PerspectiveJessica NiksaJuly 15, 2018Aldo S. Vultaggio
Capstone Financial Advisors Named to 2018 Financial Times 300 Top Registered Investment Advisers
Capstone Financial Advisors Named to 2018 Financial Times 300 Top Registered Investment Advisers

Capstone Financial Advisors is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers.

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Firm UpdatesJessica NiksaJuly 12, 2018William J. Murphy
Market & Economic Review – 1st Half 2018

What recent market and economic data is telling us about how growth broadened across all major countries around the world in 2017. The best year for global stock market returns since 2013, and the lowest volatility since 1972.

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Market & Economic ReviewJessica NiksaJune 30, 2018Aldo S. Vultaggio
Tips to Maximize Your Financial Aid Award

With the mounting cost of a college education, families are seeking out ways to reduce the out-of-pocket cost for tuition.

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Education PlanningJessica NiksaJune 15, 2018
4 Planning Considerations for Divorcing Couples

Before moving forward with divorce proceedings, decisions involving family matters, income arrangements, and asset-division need to be made. To create a division that feels equitable, couples will typically substitute certain assets to be retitled to themselves individually after the divorce finalizes.

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Tax Planning, Financial PlanningJessica NiksaMay 10, 2018Brian M. Niksa
Traditional IRA vs. Roth IRA: Which One Is Right For You?

Whether money is put into a 401(k) account or hidden under a mattress, there are numerous ways to save for retirement.

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Retirement Planning, Tax PlanningJessica NiksaApril 26, 2018
Investment Perspective Q2 2018: Is a trade war likely to happen?

Given the potential risk of disrupting the economy, we believe that there is a low likelihood that the current administration will significantly alter U.S. trade policy.

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Investment PerspectiveJessica NiksaApril 10, 2018Aldo S. Vultaggio
How to Transfer Wealth Gift and Estate Tax-Free

As the proverbial phrase goes, “You can’t have your cake and eat it, too.” In life, it is often difficult, if not impossible, to have the best of both worlds.

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Estate PlanningJessica NiksaMarch 30, 2018Staff
Illinois Tax Rate Increase: A Way to Reduce the Larger Tax Bill

On July 6, 2017, a new budget was passed by the State of Illinois, which included an income tax rate increase from 3.75% to 4.95% for individuals.

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Tax PlanningJessica NiksaMarch 15, 2018Sandy L. Higgins
A Tax-Smart Way to Give More
A Tax-Smart Way to Give More

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.

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Charitable Planning, Tax Planning, VideoJessica NiksaFebruary 28, 2018James A. Marquez
Our Perspectives on Recent Market Volatility

Stock markets have risen since February 2016 without any significant disruption until now.

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Investment PerspectiveJessica NiksaFebruary 7, 2018Aldo 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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