While traveling outside the US is exciting — often it’s fulfilling a lifelong dream — planning can be stressful. While it’s easier (and more fun) to focus on things such as where to eat and what activities to book, it’s necessary to also prepare financially.
Read MoreGlobal investors face a challenging market environment, with expectations of higher inflation, tighter monetary policy, and the impacts of the Russia-Ukraine war. We outline ways that investors should position portfolios for above-trend inflation and rising interest rates over the next few years.
Read MoreCapstone was recently named as one of the 2022 Best Places to Work in Illinois.
Read MoreAfter an exceptionally calm 2021, we’ve seen a return to a more normal (higher) level of volatility in stock markets so far in 2022. Bonds sustained their worst quarterly decline in decades as the markets reset expectations for how quickly the Federal Reserve and other central banks will raise interest rates.
Read MoreWelcome to your 40s! Whether you’re new or you’ve been here a while, you’re entering a phase where retirement is closer than ever. You spent the last two decades working to build a career, settle down or even start a family. Your financial goals have probably shifted over the last 20 years.
Read MoreAs we build your balance sheet to achieve financial independence, we need to ensure you’ve considered what might happen to those savings when you pass away. One key action in this process is designating a beneficiary.
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 someone we care about passes away, everything can get chaotic quickly. If you’re responsible for someone’s estate, the logistics only add to the overwhelm. From a financial perspective, there are some important things to consider.
Read MoreSenior Wealth Advisor Sandy Higgins, JD, CFP® was quoted in the article, “Why Women Need To Plan for Retirement Differently Than Men” published by Yahoo! News.
Read MoreHere are our latest perspectives about the evolving situation in Ukraine, including what’s going on in the markets, our updated near-term outlook, some historical perspective around events like this, and our recommendations for portfolio positioning.
Read MoreAs 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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