You’re never too young for an estate plan, as it’s an essential component of your financial plan. It’s also not a one-and-done activity. There are key life events that should trigger an estate plan review.
Read MoreDo you have a personal budget? Knowing just how you spend your money is an essential first step on the journey to meeting your financial goals.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® authored the article, “Financial Planning For The 2025 Tax Sunset” published by Forbes.
Read MoreGeopolitical risk has risen with the recent tragic attack on Israel. The implications, especially from a humanitarian perspective of this event, are vast and devastating, as are many of the political repercussions that will follow. In our latest investment perspective, we discuss how war in the Middle East could impact the broader markets and the economy, and portfolio considerations for investors.
Read MoreStock and bond markets broadly declined in the third quarter amid the continued rise in interest rates. 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 MoreAs an employer-sponsored retirement plan, a Roth 401(k) has some great advantages. To know whether or not it’s a good idea to have a Roth 401(k) plan, you’ll want to understand exactly how it’s best used.
Read MoreGiving a portion of your wealth to your favorite philanthropy is a win-win situation. You support work important to you, increasing your portfolio’s tax efficiency at the same time.
Read MoreCapstone has been named to Financial Advisor Magazine’s 2023 RIA Ranking, which lists the top Registered Investment Advisor firms in the country. Capstone has been ranked #230 out of the 521 firms included in the survey.
Read MoreInherent in every financial recommendation we make is tax efficiency. Tax planning has to be part of your financial plan — it’s why we offer both tax planning and preparation for our clients.
Read MoreThere has been increasing interest in how the prospects of AI may be boosting stock market performance, particularly for a handful of the largest technology companies. In our latest investment perspective, we discuss whether one should change their investment portfolio to benefit more from the generative AI growth trend.
Read MoreStock markets extended their gains during the second quarter, while bond markets were mixed. 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 MoreUnlock the full potential of your employee stock options with key financial considerations. Strategies, tax implications, and professional guidance for maximizing value.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “19 Points To Consider Before Making Large Capital Investments In Single Stocks” published by Forbes.
Read MoreThe clock is once again ticking on U.S. debt ceiling negotiations. As deadlines draw nearer, the political theater and dramatic media reporting will likely continue to intensify. We provide some historical perspectives and explain what investors should expect this time around.
Read MoreIf you’re worried about what happens if you overfund your 529 plan, you’re not alone. We financially plan to avoid overfunding, but if it happens, all is not lost.
Read MoreCapstone was recently named as one of the 2023 Best Places to Work in Illinois. The awards program began in 2006 and is promoted by The Daily Herald Suburban Business.
Read MoreIn March, the failure of the Silicon Valley Bank (SIVB) and ensuing news about other banks contributed to uncertainty and market turmoil. In our latest investment perspective, we discuss the potential longer-term implications of this event and what it could mean for investors going forward.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “14 Tips For Companies Offering Their First 401(k) Program” published by Forbes.
Read MoreAfter material declines in 2022, stocks and bonds posted gains during the first quarter. 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 More