A lot has happened since our last commentary several days ago. The coronavirus has been declared a pandemic by the World Health Organization. The speed at which the Covid-19 disease is spreading has led authorities (on national and community levels) to take strong measures including closing borders, schools, and businesses, as the center of the pandemic shifts to Europe and the U.S.
Read MoreFinancial market volatility has reached levels not seen since the global financial crises in 2008. The severe market turmoil has been due to concerns about the significant drop in business activity and global trade from escalating efforts by public-health authorities worldwide to contain the coronavirus outbreak.
Read MoreNews about the coronavirus broke out in January, but up until recently, market sentiment has been mostly positive on the hope that health officials would be able to contain the epidemic, resulting in only a short-term disruption to growth.
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Health Savings Accounts (HSAs) were first established in 2003 under the Medical Prescription Drug Improvement and Modernization Act. Since 2011, the amount in HSAs has grown from about $6.76 million to $22.21 million in 2017.
Read MoreLet’s face it—thinking about what happens after we pass away is not the most pleasant subject to consider. And understandably, it tends to get pushed to the bottom of our agenda when it comes to the conversations we have with our loved ones.
Read MoreOn December 20, 2019, the President signed into law the Setting Every Community Up for Retirement Enhancement Act of 2019 (the “SECURE Act”) as part of a larger spending package. The SECURE Act was enacted with the purpose of expanding opportunities for individuals to increase their savings and improve retirement security throughout the country.
Read MoreAfter such a strong year for stocks with the U.S. stock market once again reaching new all-time highs, many investors are wondering whether they should stay invested. A common concern is that the stock market is likely to come back down from such a high current level, especially given the uncertainty surrounding trade policy, Middle East tensions, and the upcoming U.S. presidential election.
Read MoreCapstone Financial Advisors is pleased to announce the promotions of key members of its growing team.
Read MoreWhat recent market and economic data is telling us about slowing global growth and uncertainty around trade. Bonds outperforming stocks over the last year, reinforcing their importance in balanced portfolios.
Read MoreReal estate is an appealing asset class for many investors. Over half of all investors that make a purchase cite the appeal of passive income streams and price appreciation potential as primary motives to make an investment.1
Read MoreStarting a new job tends to fill people up with nervous energy. It’s exciting to meet new people and learn new things.
Read MoreAfter the 2018 tax season, most people were familiar with some of the more major modifications of the Tax Cuts and Jobs Act (TCJA).
Read MoreWhich is worth more at the end of a month? 1) Receiving a penny on the first day, then on each remaining day, receiving double the amount of the previous day; Or, 2) Receiving one million dollars at the end of the month?
Read MoreWith the recent start of a formal impeachment inquiry against President Donald Trump, many investors are asking how an impeachment might affect the markets. One way to answer the question is to look back in history at previous impeachment proceedings, but the sample size is extremely small.
Read MoreAs professional opportunities and earning power begin to increase, many individuals in their thirties may also be thinking about balancing the demands of a young family and possibly even aging parents.
Read MorePharmaceutical giant, Pfizer, introduced equity compensation to corporate America in the early 1950s, and it wasn’t long before other major corporations adopted their own forms of this type of employee benefit.
Read MoreIn many ways, the Tax Cuts and Jobs Act (TCJA), passed in December 2017, marked the beginning of a new approach to tax planning.
Read MoreCapstone Financial Advisors is pleased to announce it has been named to Financial Advisor Magazine’s 2019 RIA Survey & Ranking.
Read MoreWith 2020 U.S. election campaigns now gearing up and the U.S. stock market near “all-time highs” once again, many investors are asking whether now is a good time to reduce risk or get out of the market altogether.
Read MoreCapstone Financial Advisors is pleased to announce the promotions of key members of its growing team.
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