Profit units offer a powerful way to benefit from a company's success. Understanding this unique incentive is crucial if you’re a high-net-worth investor looking to generate wealth.
Read More
If you’re looking to retire early, you’ll want to plan for healthcare coverage. Medicare doesn’t start until you’re 65, but you have other options to review.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® authored the article, “Account Titling: An Often-Overlooked Detail” published by Forbes.
Read More
Health care costs are rising. The closer you get to retirement, the more important these costs become. Here we cover some basics behind health care costs and strategies to proactively plan for them.
Read MoreCapstone Financial Advisors is pleased to announce the promotions of key members of its growing team.
Read More
The outcome of the U.S. elections could influence policy changes in areas such as taxes, trade, and regulation. In our latest investment perspective, we examine the potential market implications and what investors should keep in mind as election day approaches.
Read MoreGlobal stocks advanced in the third quarter, while bonds rallied on falling interest. In our latest research presentation, we take a detailed look at what happened last quarter in the markets and provide our year-end market outlook.
Read MoreCrain's recognizes the Best Places to Work in Chicago that, according to their employees, go above and beyond in putting a focus on quality workplace culture.
Read More
If you’re a parent, financially, one of the best actions you can take is to teach your children about finances. It’s not as hard as you may think. Here are some concrete ways to proceed.
Read More
Emotional intelligence plays a huge role in wealth management. Understanding your risk tolerance and factoring it into your decisions is vital for success.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Ways Pre-Retirees Can Prepare For Uncertain Social Security Changes” published by Forbes.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Tips For Establishing Multiple Revenue Streams In Retirement” published by Forbes.
Read More
The Fed will likely continue its wait-and-see approach until it observes consistent signs of cooling inflation. In our latest investment perspective, we discuss whether the economy will eventually enter a recession if interest rates remain unchanged for longer.
Read MoreStock market gains continued, and bond market returns inched higher in the second 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.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “15 Strategies For Building Tax-Free Retirement Income” published by Forbes.
Read More
It’s important that high-net-worth individuals, families and businesses proactively plan for the estate and gift tax sunset coming in 2025. There are strategies we’ll consider to protect your wealth.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Key Factors For Leaders Considering A Matching 401(k) Benefit” published by Forbes.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Key Considerations For Business Leaders Seeking Capital” published by Forbes.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “18 Strategies For Investors To Minimize Tax Liabilities” published by Forbes.
Read MoreCapstone was recently named as one of the 2024 Best Places to Work in Illinois. The awards program began in 2006 and is promoted by The Daily Herald Suburban Business.
Read More