Resources

Information and analysis to keep you informed.

Going Back to Basics- Time to Review Financial Fundamentals	Capstone’s Quarter 3 Economic Update	Proactive Year-end Tax Planning for 2022 and Beyond	Foundational Info that Successful Investors and Savers Understand	Capstone’s Quarter 2 Economic Update
Understanding Rising Interest Rates	Market Downturns... Uncomfortable But Not Uncommon	Capstone’s Quarter 1 Economic Update	Proactive Retirement Strategies Using the SECURE Act!	Market Volatility...Part of the Investment Experience

Procative Year-end Tax Planning Ideas for 2022

 

 

 

Professional Memberships

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