The upcoming U.S. midterm elections in November are going to be a center of focus for their potential impact on U.S. policy, the economy, and corporate earnings. The uncertainty that comes with political events typically causes market volatility
Read MoreIndividuals age 65 or older are the fastest growing age group today and are expected to be over 25% of the population in the next 50 years.
Read MoreClients often ask if they will be able to itemize deductions on their tax return to claim more deductions than the “standard deduction”.
Read MoreIn contrast to traditional methods that typically involve budgeting for one-time annual donations directly to charity, “planned giving” involves making significant gifts to charities that are arranged in the present to be granted in future years.
Read MoreRecent announcements by the Trump Administration on the imposition of tariffs on imports from China, Canada, Mexico and Europe has undoubtedly increased the likelihood of a trade war.
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Capstone Financial Advisors is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers.
Read MoreWhat recent market and economic data is telling us about how growth broadened across all major countries around the world in 2017. The best year for global stock market returns since 2013, and the lowest volatility since 1972.
Read MoreWith the mounting cost of a college education, families are seeking out ways to reduce the out-of-pocket cost for tuition.
Read MoreBefore moving forward with divorce proceedings, decisions involving family matters, income arrangements, and asset-division need to be made. To create a division that feels equitable, couples will typically substitute certain assets to be retitled to themselves individually after the divorce finalizes.
Read MoreWhether money is put into a 401(k) account or hidden under a mattress, there are numerous ways to save for retirement.
Read MoreGiven the potential risk of disrupting the economy, we believe that there is a low likelihood that the current administration will significantly alter U.S. trade policy.
Read MoreAs the proverbial phrase goes, “You can’t have your cake and eat it, too.” In life, it is often difficult, if not impossible, to have the best of both worlds.
Read MoreOn July 6, 2017, a new budget was passed by the State of Illinois, which included an income tax rate increase from 3.75% to 4.95% for individuals.
Read MoreFor most individuals, the main goal of giving to charity is not necessarily to take advantage of the income tax deduction or to receive some benefit in return, but rather to support an organization that has a mission they believe in.
Read MoreStock markets have risen since February 2016 without any significant disruption until now.
Read MoreAlthough there is a healthy debate about its potential long-term negative impact to the country’s budget deficit and federal debt levels, it is hard to argue the potentially positive economic and market impacts of the TCJA over the next couple of years.
Read MoreThe Tax Cuts and Jobs Act includes major tax reform that will impact almost all taxpayers.
Read MoreWe know how important it can be to see a doctor for an annual check-up.
Read MoreWhat recent market and economic data is telling us about how despite the U.S. economy entering into its eighth year of expansion, growth remains slow and steady. International stocks starting to outperform U.S. stocks - the start of a long-term trend?
Read MoreHave you ever given something to an organization and wondered if it would count as a tax-deductible charitable donation?
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