Capstone 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.
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.
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