What recent market and economic data is telling us about slowing global growth and uncertainty around trade. Bonds outperforming stocks over the last year, reinforcing their importance in balanced portfolios.
Read MoreReal estate is an appealing asset class for many investors. Over half of all investors that make a purchase cite the appeal of passive income streams and price appreciation potential as primary motives to make an investment.1
Read MoreStarting a new job tends to fill people up with nervous energy. It’s exciting to meet new people and learn new things.
Read MoreAfter the 2018 tax season, most people were familiar with some of the more major modifications of the Tax Cuts and Jobs Act (TCJA).
Read MoreWhich is worth more at the end of a month? 1) Receiving a penny on the first day, then on each remaining day, receiving double the amount of the previous day; Or, 2) Receiving one million dollars at the end of the month?
Read MoreWith the recent start of a formal impeachment inquiry against President Donald Trump, many investors are asking how an impeachment might affect the markets. One way to answer the question is to look back in history at previous impeachment proceedings, but the sample size is extremely small.
Read MoreAs professional opportunities and earning power begin to increase, many individuals in their thirties may also be thinking about balancing the demands of a young family and possibly even aging parents.
Read MorePharmaceutical giant, Pfizer, introduced equity compensation to corporate America in the early 1950s, and it wasn’t long before other major corporations adopted their own forms of this type of employee benefit.
Read MoreIn many ways, the Tax Cuts and Jobs Act (TCJA), passed in December 2017, marked the beginning of a new approach to tax planning.
Read MoreCapstone Financial Advisors is pleased to announce it has been named to Financial Advisor Magazine’s 2019 RIA Survey & Ranking.
Read MoreWith 2020 U.S. election campaigns now gearing up and the U.S. stock market near “all-time highs” once again, many investors are asking whether now is a good time to reduce risk or get out of the market altogether.
Read MoreCapstone Financial Advisors is pleased to announce the promotions of key members of its growing team.
Read MoreWhat recent market and economic data is telling us about the looming global economic and earnings growth slowdown amid interest rate increases. 2018 year-end stock market route. The U.S. treasury yield curve nearing inversion.
Read MoreAccording to the latest study by the Centers for Disease Control and Prevention, from 1900 to 2016, the average lifespan for an individual living in the United States increased from 47 to almost 79 years of age – an increase of 66%.
Read MoreCapstone Financial Advisors is pleased to announce the addition of Anood Sadiq as a Client Service Specialist.
Read MoreThe yield curve is often used as recession gauge because when it inverts (i.e., short-term rates are higher than long-term-rates), it is typically proceeded by an economic slowdown. This past March, the 3-month-to-10-year part of the curve briefly inverted.
Read MoreFor taxable investors, the cost of annual taxes paid on portfolio income (i.e., interest and dividends) and capital gains can be one of the biggest detractors to a portfolio’s return.
Read MoreIt’s no secret that student loan debt is as high as it’s ever been in America. According to the latest studies from 2017, student loan debt nationwide totals $1.4 trillion across more than 44 million borrowers.
Read MoreWhen starting a new journey, the hardest part can sometimes be taking that first step. The same holds true when it comes to your finances.
Read MoreToday, it is apparent that all of this trade conflict and policy uncertainty has negatively impacted corporate costs, supply chains, and investment planning; recent comments from company CEOs and declining stock prices are some proof of this.
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