For taxable investors, the cost of annual taxes paid on portfolio income (i.e., interest and dividends) and capital gains can be one of the biggest detractors to a portfolio’s return.
Read MoreIt’s no secret that student loan debt is as high as it’s ever been in America. According to the latest studies from 2017, student loan debt nationwide totals $1.4 trillion across more than 44 million borrowers.
Read MoreWhen starting a new journey, the hardest part can sometimes be taking that first step. The same holds true when it comes to your finances.
Read MoreToday, it is apparent that all of this trade conflict and policy uncertainty has negatively impacted corporate costs, supply chains, and investment planning; recent comments from company CEOs and declining stock prices are some proof of this.
Read MoreDuring the last three months of 2018, stock markets around the world sold off as investors became increasingly apprehensive about a global economic slowdown.
Read MoreWhat recent market and economic data is telling us about how geopolitical uncertainty has been the major headwind for stocks, despite accelerating corporate earnings and robust economic growth.
Read MoreAccording to the Social Security Administration, a person who turned twenty years old in 2017 has a 6.1% chance of dying before normal retirement age and a 26.8% chance of becoming disabled.
Read MoreIt is nearly guaranteed you will see at least one billboard advertising legal services when you drive on a highway these days.
Read MoreCapstone Financial Advisors is pleased to announce the addition of John Koenig, CFP® as a Financial Planner.
Read MoreIt's always hard to pinpoint exactly what causes market volatility like what we've experienced recently.
Read MoreThe 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.
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