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CAPSTONE CONNECTIONS

Featured
Capstone Announces Team Member Promotions

Capstone Financial Advisors is pleased to announce the promotions of key members of its growing team.

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Account Titling: An Often-Overlooked Detail

Senior Wealth Advisor Brian Niksa, CFP® authored the article, “Account Titling: An Often-Overlooked Detail” published by Forbes.

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U.S. Elections - Potential Market Impact And Investment Considerations

The outcome of the U.S. elections could influence policy changes in areas such as taxes, trade, and regulation. In our latest investment perspective, we examine the potential market implications and what investors should keep in mind as election day approaches.

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Quarterly Market Review – Q3 2024

Global stocks advanced in the third quarter, while bonds rallied on falling interest. In our latest research presentation, we take a detailed look at what happened last quarter in the markets and provide our year-end market outlook.

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Capstone Named to Crain’s Chicago Business’ 2024 Best Places to Work In Chicago

Crain's recognizes the Best Places to Work in Chicago that, according to their employees, go above and beyond in putting a focus on quality workplace culture.

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How to Teach Your Children About Finances

If you’re a parent, financially, one of the best actions you can take is to teach your children about finances. It’s not as hard as you may think. Here are some concrete ways to proceed.

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Managing the Emotions of High-Net-Worth Investing

Emotional intelligence plays a huge role in wealth management. Understanding your risk tolerance and factoring it into your decisions is vital for success.

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20 Ways Pre-Retirees Can Prepare For Uncertain Social Security Changes

Senior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Ways Pre-Retirees Can Prepare For Uncertain Social Security Changes” published by Forbes.

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20 Tips For Establishing Multiple Revenue Streams In Retirement

Senior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Tips For Establishing Multiple Revenue Streams In Retirement” published by Forbes.

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Categories

 

VIDEOS

Videos
The Tax-Smart Giving Hack You Need to Know

Explore how donor-advised funds can streamline your charitable giving while offering potential tax benefits. Understand key strategies that can help you maximize the impact of your contributions and support the causes you care about effectively.

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The Surprising Impact of Emotions on Investing

Emotions can make or break your investment success. In this video, uncover how to manage emotional responses, avoid common pitfalls, and stay focused on your financial goals. Discover how emotional intelligence and a solid strategy can help navigate market volatility.

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Recession - Is an Economic Downturn Likely if Rates Stay Unchanged For Longer?

Get the latest insights on how AI is shaping the stock market and why strategic shifts in U.S. and international investments could impact your portfolio. This video also delves into the pressing question: Is a recession on the horizon if interest rates remain unchanged? Explore what market trends and economic indicators are signaling for the months ahead.

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How do I know if I'm a High-Net-Worth client?

Wondering if you're a high-net-worth client? Find out the key criteria, unique financial challenges, and the advantages of having a dedicated financial advisor. Learn about managing complex investments, estate planning, and cash flow. Discover how to choose the best advisor for your needs and ensure your wealth is effectively managed.

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Commercial Real Estate Downturn - What May Lie Ahead For Investors

The 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.

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How Should Investors Approach Investing in An Election Year?

The 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.

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INVESTMENT PERSPECTIVES & MARKET AND ECONOMIC REVIEWS

Capstone’s Investment Committee meets monthly to review the latest market happenings and economic trends, while discussing where they may be headed. Periodically, our Chief Investment Officer summarizes our latest thinking into the following Investment Perspectives to help clients stay up to date on what’s happening in the markets and the economy, what our current outlook is, and our ideas about investing and portfolio management.

In addition, we monitor the key market and economic indicators to stay current on conditions and trends. Periodically, the team convenes to review and discuss these indicators in depth. These presentations provide our insight and interpretation of the most important indicators we track.

Featured
U.S. Elections - Potential Market Impact And Investment Considerations

The outcome of the U.S. elections could influence policy changes in areas such as taxes, trade, and regulation. In our latest investment perspective, we examine the potential market implications and what investors should keep in mind as election day approaches.

Read More →
Quarterly Market Review – Q3 2024

Global stocks advanced in the third quarter, while bonds rallied on falling interest. In our latest research presentation, we take a detailed look at what happened last quarter in the markets and provide our year-end market outlook.

Read More →
Recession – Is an Economic Downturn Likely if Rates Stay Unchanged For Longer? 

The Fed will likely continue its wait-and-see approach until it observes consistent signs of cooling inflation. In our latest investment perspective, we discuss whether the economy will eventually enter a recession if interest rates remain unchanged for longer.

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