Year End Reminder

Many Capstone clients use Indiana’s College Choice 529 Savings Plan to save for their children’s and grandchildren’s future college education expenses. This remains an excellent option for Indiana residents to utilize as it provides both an immediate tax credit for contributions and tax-free accumulation for future qualified higher education expens...
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Tax Efficient Portfolio Management

Taxes work against investors like a riptide on a rowboat. With each stroke, the rower inches ever closer to shore, only to be pulled back to sea by the strong, fast-moving currents of an outgoing tide. Taxes – especially when not managed properly – have a similar effect on investors, erasing progress towards their financial goals. Many investors a...
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Market Commentary

As we enter the final quarter of 2014, equity markets have seen an increase in volatility which has created a lot of headline noise. We don’t get distracted by every noisy data point, but we want to share some thoughts on portfolio positioning given recent market turbulence. We’ll also share two principles that have led to solid performance in the ...
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