Resources

Information and analysis to keep you informed.

Looking Ahead and Important Birthdays!	Capstone’s Quarter 4 Economic Update	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	Understanding Rising Interest Rates	Market Downturns... Uncomfortable But Not Uncommon

Quarter 4 2022 Economic Update and 2023 Outlook

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
• Financial Planning Association
• American Institute of CPAs
• Indiana CPA^® Society