Resources

Information and analysis to keep you informed.

Capstone’s Quarter 2 Economic Update	Understanding Rising Interest Rates	Market Downturns... Uncomfortable But Not Uncommon	Capstone’s Quarter 1 Economic Update	Helpful Information for Filing 2021 Income Taxes and 2022 Proactive Tax Planning
Proactive Retirement Strategies Using the SECURE Act!	Market Volatility...Part of the Investment Experience	Welcome to 2022 and an Important Checklist!	Proactive Year-end Tax Planning for 2021 and Beyond

 

 

 

Professional Memberships

• Fee Only Network
• The National Association of Personal Financial Advisors
• Certified Financial Planner Board of Standards
• Financial Planning Association
• American Institute of CPAs
• Indiana CPA^® Society