When you invest in a non-retirement investment portfolio, you may think the only way to access those funds is to sell. Security-based lending, however, is a sophisticated solution that may allow you to borrow against that investment.
Read MoreLooking for a financial advisor can be overwhelming. A simple internet search will bring up hundreds of options. Choosing the right investment advisor is one of the most important decisions you'll make for your financial future.
Read More
If you or a family member have a qualifying disability, chances are your Capstone advisor has discussed an ABLE 529. In this article, we give you an easy-to-understand explanation about these tax-advantageous accounts.
Read More
The April announcements by the White House of sweeping new tariffs on U.S. imports sparked a wave of concern among investors and ensuing severe market volatility—and understandably so. We discuss what these changes could mean for the market and economy going forward.
Read MoreStock market volatility picked up in the first quarter amid growing investor unease over the potential for sweeping trade restrictions, as early signals from the new administration stirred fears of a broader tariff regime. 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 MoreCapstone was recently named as one of the 2025 Best Places to Work in Illinois. The awards program began in 2006 and is promoted by The Daily Herald Suburban Business.
Read MoreOn April 2nd, the White House announced a sweeping new round of tariffs on U.S. imports — a move that surprised many in its scale and potential economic impact.
Read MoreWhen the stock market goes down, there’s a tendency to want to pull out your investments. History shows us why that may not be the best move. Let’s explore this and 2 other facts you may not know.
Read MoreThe early months of the year have delivered what we expected: heightened market volatility amid shifting government policy priorities.
Read MoreCapstone Financial Advisors is pleased to announce the promotions and transitions of key members of its growing team.
Read MoreTrusts can be a powerful estate planning tool. If you’re not exactly sure what they are, you’re not alone. In this article, we stick to the basics to give you a high-level overview.
Read More
President Donald Trump has promised significant shifts with proposals such as corporate tax cuts, government spending cuts, and changes to trade and immigration policy. We assess the potential market and economic impacts of the new administration’s ambitious economic agenda.
Read MoreStock and bond markets overall delivered positive returns in 2024, with U.S. stocks once again leading the way, as markets navigated shifting central bank policies and an evolving political landscape. In our latest research presentation, we take a detailed look at what happened last year in the markets and provide our 2025 market outlook.
Read More