Senior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Key Factors For Leaders Considering A Matching 401(k) Benefit” published by Forbes.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Key Considerations For Business Leaders Seeking Capital” published by Forbes.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “18 Strategies For Investors To Minimize Tax Liabilities” published by Forbes.
Read MoreCapstone was recently named as one of the 2024 Best Places to Work in Illinois. The awards program began in 2006 and is promoted by The Daily Herald Suburban Business.
Read MoreThe commercial real estate market has undergone a significant downturn and sentiment towards it is extremely negative. In our latest investment perspective, we discuss the current state of the real estate asset class and what may lie ahead for it.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “12 Negative Impacts of Inaccurate Credit Reports” published by Forbes.
Read MoreStock markets continued rallying and bond markets took a breather in the first quarter. In our latest research presentation, we take a detailed look at what happened last quarter in the markets and provide our updated market outlook.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Financial Tips For Founding An Organization” published by Forbes.
Read MoreResidential real estate rentals can be a great investment provided you understand all the tax implications.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Financing Options For Small Business Owners To Consider This Year” published by Forbes.
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Knowing if you’re a high-net-worth client helps guide your wealth management decisions because high-net-worth clients face complex challenges that are unique to their situation.
Read MoreThe U.S. presidential election will no doubt capture the headlines in 2024 and create uncertainty. We discuss how investors should approach investing in an election year.
Read MoreNot all financial planners objectively make recommendations in your best interest. If you’re unfamiliar with the term “fiduciary,” you’ll want to read this.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Ways To Boost Financial Literacy Amongst Your Staff And Clients” published by Forbes.
Read MoreCapstone Financial Advisors is pleased to announce the promotions of key members of its growing team.
Read MoreGlobal stock and bond markets rallied significantly in 2023. In our latest research presentation, we take a detailed look at what happened last year in the markets and provide our 2024 market outlook.
Read MoreYou’re never too young for an estate plan, as it’s an essential component of your financial plan. It’s also not a one-and-done activity. There are key life events that should trigger an estate plan review.
Read MoreDo you have a personal budget? Knowing just how you spend your money is an essential first step on the journey to meeting your financial goals.
Read MoreSenior Wealth Advisor Brian Niksa, CFP® authored the article, “Financial Planning For The 2025 Tax Sunset” published by Forbes.
Read MoreGeopolitical risk has risen with the recent tragic attack on Israel. The implications, especially from a humanitarian perspective of this event, are vast and devastating, as are many of the political repercussions that will follow. In our latest investment perspective, we discuss how war in the Middle East could impact the broader markets and the economy, and portfolio considerations for investors.
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