Wealth Advisor Kyle Grabenstetter CFP® was interviewed for the Action & Ambition podcast, featured on Entrepreneur.com, where he discusses his thought process as a financial advisor and how he works with his clients to create sound recommendations based on their lifestyle and aspirations.
Read MoreInflation and activity in Washington D.C. are running hot these days. In our latest investment perspective, we provide an updated outlook on inflation. We also discuss why Congressional agreement on the U.S. debt ceiling is important, what could occur if the threat of default grew, and what investors should do in the meantime.
Read MoreHaving your first child is life-changing. And although you may be thinking of so many different things, here are three financial planning moves that you should prioritize.
Read MoreA September sell-off dampened third-quarter returns for global stocks, and bond returns were flat amid a late-quarter surge in rates. Despite increased volatility, stocks are likely to move higher into 2022. Interest rates are set to rise, but at a modest pace, and will still remain relatively low.
Read MoreSenior Wealth Advisor Sandy Higgins, JD, CFP® was quoted in the article, “The 14 States That Won't Tax Your Pension” published by Better Homes & Gardens. In addition to pension income tax, the article talks about other important considerations when deciding on where to move in retirement.
Read MoreIf you’re wondering what’s going on with the U.S. Social Security system, you’re not alone. It’s something we’re always watching. Capstone Senior Wealth Advisor Robert Wootton, CFP® gives us the latest updates in an article recently published in Chicago’s Daily Herald Business Ledger.
Read MoreThe 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.
Read MoreIncentive 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 More
