The global pandemic affected every aspect of our lives—including how we work. Capstone’s Amber Salzman, FPQP® shares tips on how to create a successful remote work plan in an article recently published in Chicago’s Daily Herald Business Ledger.
Read MoreAs parents, we want to give our children the tools they need to be successful. Here, we discuss a couple steps you can take to lay the foundation for your child’s financial success.
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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.
Read MoreWe are pleased to announce that we have been named to Financial Advisor Magazine’s 2021 RIA Ranking, which lists the top Registered Investment Advisor firms in the country.
Read MoreMany goods and service prices have surged in recent months, causing a spike in inflation to levels not seen since the early 1990s. The Federal Reserve believes that the recent rise in prices is temporary and should normalize soon. But what if the Fed is wrong? We outline what investors should consider to help them hedge inflation risk in their portfolios.
Read MoreLearn about upstream gifting: when you give assets to family members older than you. The opposite of leaving an inheritance, upstream gifting has some advantages worth considering.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® was quoted in in the article, “Everything You Need to Know About Phased Retirement” published by Real Simple. The article shares the pros and cons about the concept.
Read MoreWhether it’s your first or fifth home purchase, buying a new home can be an exciting, albeit stressful time. One of the many factors to consider when financing a home purchase is the type of mortgage product to use
Read MoreCapstone Financial Advisors is pleased to announce that we have been named as one of the 2021 Best Places to Work in Illinois.
Read MoreIt has been over a year since the last time we experienced a significant stock market decline. For many, this long and nearly uninterrupted winning streak raises concerns that a major decline is forthcoming. We outline a few ways to help you survive and even thrive in the inevitable volatility to come.
Read MoreBuying 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.
Read MoreAs the end of the year approaches, it is always a good time to think about ways to help lower your April tax bill next year and in years to come. Prior to this year, taxpayers were still digesting changes made due to the landmark Tax Cuts and Jobs Act (TCJA).
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