It’s been a challenging year for investors. In an article recently published in Chicago’s Daily Herald Business Ledger, we discuss five important things investors should do after a year when markets are down.
Read MoreCapstone was recently featured on the Dakota Live! Podcast. Click to hear more about our investment research process and portfolio management approach.
Read MoreSwitching jobs often results in a 401(k) account left a your previous employer. We discuss several options and provide guidance on what to do with an old 401(k).
Read MoreShould long-term investors focus on midterm elections? We look at historical returns in months when midterm elections took place to prove why trying to make investment decisions based on the outcome of elections is unlikely to result in consistently better returns for investors.
Read MoreChief Investment Officer Aldo S. Vultaggio, MBA, CFA®, CAIA®, AIF®, CPA was quoted in this recent CNBC article about what investors should consider before investing in riskier areas of the market like crypto, meme stocks, and SPACs.
Read MoreSenior Wealth Advisor Sandy Higgins, JD, CFP® was quoted in this recent CNBC article about how to approach buying a home in the current environment of higher mortgage rates and elevated home prices.
Read MoreIt continues to be a challenging year for investors, even those with diversified portfolios. Our latest investment perspective provides our updated outlook and explains why long-term investors should stay on course, particularly amid a period of heightened uncertainty and market volatility.
Read MoreWhat at first looked like a turnaround quarter for the markets took a turn for the worse. In our latest research presentation, we take a detailed look at what’s happening lately in the markets and provide an updated market outlook.
Read MoreCapstone Financial Advisors is pleased to announce that we have been named to the 2022 CNBC FA 100 list of top U.S. registered investment advisors (RIAs).
Read MoreThanks to higher inflation rates and stock market volatility, Series I savings bonds (I bonds) are currently a hot topic. Everyone’s understandably looking to make sure their money is saved and invested wisely.
Read MoreHolistic financial planning considers the entire financial picture to ensure your investments are maximized and tax efficient.
Read MoreWhen people talk about the stock market, they often talk about the big names like Apple, Amazon, or Google. Whether they’re up or down and the reasons behind the change make headlines, so when it’s time to invest, they seem like the logical places to start.
Read MoreCapstone has been named to Financial Advisor Magazine’s 2022 RIA Ranking, which lists the top Registered Investment Advisor firms in the country. Capstone has been ranked #221 out of the 534 firms included in the survey.
Read MoreWealth Advisor James Marquez, CFP® was quoted in the article, “Top Retirement Investment Strategy in a Post-Pandemic World? 7 Experts Chime In” published by SophisticatedInvestor.com.
Read MoreThere's a lot that goes into naming beneficiaries for your 401(k), IRA and life insurance policies, especially if you're a high-net-worth individual. In the event you don't name beneficiaries, you risk putting your estate into probate.
Read MoreRecent market declines have been painful, and risks abound for the economy as central banks attempt to slow activity without causing a severe recession. We provide our updated outlook and answer the question of whether now is a good time to invest.
Read MoreThere has been a dramatic rise in usage of target-date funds in company sponsored 401(k) plans. We explore reasons to consider using (and not using) these funds.
Read MoreStocks and bonds worldwide broadly posted negative returns through the end of the second quarter. In our latest research presentation we take a detailed look at what’s happening lately in the markets.
Read MoreThe Federal Reserve is demonstrating a strong commitment to controlling inflation by aggressively raising interest rates. We provide insight into the Fed’s current action plan and compare it to the 1970s and 1980s stagflation period.
Read MoreThe U.S. stock market has entered "bear market territory" by declining more than 20% from recent highs. Amid a volatile run for stocks and speculation surrounding a potential economic recession, we explore whether more market losses should be expected.
Read More