Senior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “12 Negative Impacts of Inaccurate Credit Reports” published by Forbes.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Financial Tips For Founding An Organization” published by Forbes.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Financing Options For Small Business Owners To Consider This Year” published by Forbes.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Ways To Boost Financial Literacy Amongst Your Staff And Clients” published by Forbes.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® authored the article, “Financial Planning For The 2025 Tax Sunset” published by Forbes.
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 MoreWhen you think of retirement planning, a 401(k) account is probably the first thought that comes to mind. A 401(k) retirement plan is arguably the most popular employer-sponsored retirement savings plan. However, is it a complete retirement plan strategy?
Read MoreIt’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 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 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 MoreBrokerage accounts are often overlooked as a way to save and invest for retirement. We outline reasons why this type of account can be just as important as a 401(k) or IRA.
Read MoreWhen it comes to investment management, merely constructing a portfolio is not enough. Having the right mix of securities and understanding each security’s expected return, standard deviation, and correlations to each other is highly important.
Read MoreIf you hold company stock in a 401k, you’ll want to be aware of potential net unrealized appreciation tax benefits. Here we explain the main points to consider.
Read MoreAlthough Rule 10b5-1 plans are not widely known, these valuable agreements let corporate executives set up a trading plan that eliminates insider trading risks.
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Incentive Stock Options can be confusing, so we’re here to give you a quick introduction. Understanding their tax implications is important to fully capitalize on their value.
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