As the financial advisory industry has grown and evolved over the past few decades, so too has advisor compensation options. Here are the 3 main compensation models a financial advisor can use.
Read MoreWealth Advisor Kyle Grabenstetter CFP® was interviewed on WGN Radio’s “Your Money Matters”, where he discussed the child tax credit and answered common questions.
Read MoreWhen it comes to investment management, merely constructing a portfolio is not enough. Having the right mix of securities and understanding each security’s expected return, standard deviation, and correlations to each other is highly important.
Read MoreIf you’ve been wondering whether individual stocks and cryptocurrencies deserve a larger place in your portfolio this year, you’ll want to read our latest investment perspective. We provide our 2022 outlook for the markets, economy, and inflation.
Read MoreStrong earnings, economic growth, and easy financial conditions all favored risk-based assets which delivered high returns in 2021. On the other hand, fixed income bond assets were challenged (low to slightly negative returns) amid rising interest rates and inflation, while cash earned nearly-zero return.
Read MoreIf you hold company stock in a 401k, you’ll want to be aware of potential net unrealized appreciation tax benefits. Here we explain the main points to consider.
Read MoreCapstone co-founder Troy Bute was featured in Crain’s Chicago Business to discuss the Build Back Better Act and how it could affect your taxes.
Read MoreThe tax code will more than likely be changing, thanks to the Build Back Better Act. If your income is above the proposed thresholds, proactive tax planning strategies can help improve your overall tax liability.
Read MoreAlthough Rule 10b5-1 plans are not widely known, these valuable agreements let corporate executives set up a trading plan that eliminates insider trading risks.
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The American Rescue Plan expanded limits on both Dependent Care FSAs and the Child and Dependent Care Credit. What’s best for your family depends on your situation. We break down what’s changed and how to maximize your savings in 2021.
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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.
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Having 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.
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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.
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