Buying a home is a major investment in time, energy, and money. There are many factors to consider in normal times, let alone during a pandemic. Here are some current trends to be aware of.
Read MoreSenior Wealth Advisor Robert Wootton, CFP® was quoted in the article, “4 Strategies to Deal with Money Stress” by Happify Daily. The article outlines the most common financial stressors, along with the practical steps you can take to regain control.
Read MoreCapstone Financial Advisors is pleased to announce the promotions of key members of its growing team: John Koenig, CFP®, James Marquez, CFP®, and Paul Schee, CFP®, CIMA®, all to Wealth Advisors; Kari McKinley, CFP® to Senior Financial Planner; and Laura Maher to Client Service Specialist.
Read MoreCapstone’s 2021 Tax Reference Guide for income earned in 2021 and tax returns filed in 2022 is now available.
Read MoreEstate planning is like an orchestra. Each instrument, while impressive on its own, fulfills a unique purpose. When combined, these “instruments” can create a masterpiece.
Read MoreCapstone Financial Advisors is pleased to announce that we have been recognized as a 2021 Best Places to Work for Financial Advisers by InvestmentNews.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® discusses “How to optimize your charitable planning,” for the Daily Herald Business Ledger. The article discusses three main charitable giving strategies.
Read MoreCapstone Financial Advisors has a new look. We are pleased to share with you our new brand identity, logo, and website that better reflect our dedication to delivering personalized wealth management services.
Read MoreTo start 2021, investors can breathe a sigh of relief. The contentious U.S. election (and inauguration) are behind us, COVID-19 vaccines have arrived, and the U.K. finally approved its post-Brexit trade deal with the European Union. Although we have overcome big hurdles, we are not yet in the clear.
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