Resources

Information and analysis to keep you informed.

Five Strategies To Improve Your Investing Experience	Capstone Quarterly Economic Update & an Investor's Outlook	Weathering Volatility with a Long-term Strategy	Helpful Info for Filing 2022 Taxes & Proactive Tax Planning for 2023	Looking Ahead and Important Birthdays!
Capstone’s Quarter 4 Economic Update	Going Back to Basics- Time to Review Financial Fundamentals	Understanding Rising Interest Rates

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
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• Indiana CPA^® Society