Home

Our Blog

Insights from our advisors.

Tell Your CPA What You Did with Your IRA Because Your 1099R Won't

  In a previous article I mention how you can reduce your taxes by making charitable gifts directly from your IRA. However when your IRA custodian sends you your 1099R at tax time it only shows the gross amount of distributions from your IRA. Unless you tell your CPA/tax preparer that you made a direct charitable gift they will likely includ...
Continue reading
30 Hits

Reduce Your Taxes

You can't change the new tax law but you can change your behavior and reduce your taxes. Did you know by simply changing the timing of your charitable gifting you can lower your federal and state taxes by thousands of dollars. Assume you give $10,000 to charity per year and your total allowable itemized deductions equals the new standard deduc...
Continue reading
40 Hits

Future of Interest Rates

Over the past few weeks, discussion on the future of interest rates has been widespread following the Fed’s quarterly meeting and again following Brexit.  I found the following chart from economist Larry Summers interesting. It graphs the Federal Reserve’s interest rate expectations, by year, and clearly illustrates how consistently wrong...
Continue reading
630 Hits

Brexit: Britain Votes Leave

In a tight 51.9% to 48.1% vote, the U.K. has voted to leave the European Union. As expected, the reaction in equity markets was negative. We believe our diversified approach should serve investors well, and we remain diligent in evaluating future investment opportunities as financial markets react to the news. On June 23, Britain took to the polls...
Continue reading
583 Hits

No End to the Uncertainty

The U.S. Federal Reserve decided not raise the Federal Funds rate at its latest meeting, citing "Recent global economic and financial developments” as rational for the lack of movement. In light of China’s plight, stock market volatility and the strength of the U.S. dollar, the Fed’s decision to hold its ground come as no surprise to us. That noted...
Continue reading
981 Hits

Capstone Wealth Advisors
5875 Castle Creek Parkway, Suite 290
Indianapolis, IN 46250

t) 866.794.8066
p) 317.577.8233
f) 317.577.8234

connect@capstonewa.com

Newsletter

Sign Up

Sign up for our Newsletter and receive
our exclusive Report:

Optimizing Portfolio
Allocations for Retirement