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Year-end Tax Planning for 2023

Year-end Tax Planning for 2023

One of our foremost goals is to help our clients try to optimize their tax situations. This report offers many suggestions and reviews of strategies that can be useful to achieve this goal. Everyone’s situation is unique, but it is wise for every taxpayer to begin their final year-end planning now!  Choosing the appropriate tactics will depend...
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TRADITIONAL and ROTH IRAs - Strategies for Building Your Retirement

TRADITIONAL and ROTH IRAs - Strategies for Building Your Retirement

Everyone saving for retirement knows that being proactive is very important. The concept of not preparing and relying on a government-sponsored retirement is a risky and unreliable practice. As stewards of our clients’ wealth, we get great satisfaction helping parents and grandparents contribute to their loved ones’ lives by properly gifting funds ...
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Ideas to Help Prepare for a Recession

Ideas to Help Prepare for a Recession

For the last several months, talk of a recession has been making news headlines. Analysts and investors have been speculating if, when, and how bad of a recession the U.S. could experience. News sources have resembled Paul Revere proclaiming, “a recession is coming!” In their recent meetings, the Federal Open Market Committee (FOMC) reported that...
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Five Strategies To Improve Your Investing Experience

Five Strategies To Improve Your Investing Experience

There are numerous investment philosophies, but at the end of the day, almost all investors have a common goal – to have their money work for them and increase their assets. As financial professionals, our goal is to partner with each of our clients on their unique journeys and create a game plan for optimizing their wealth. While we keep a watch...
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Weathering Volatility with a Long-Term Strategy

Weathering Volatility with a Long-Term Strategy

Read the financial news today and it’s highly likely you’ll see the term “volatility” in at least several articles. While market volatility is a normal part of the investing experience, ever since the pandemic hit the world in 2020, volatility seems to have become the new norm for investors. “Market volatility” is the fluctuation of the market, bo...
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The SECURE ACT

The SECURE ACT

Recently the House of Representative’s passed the SECURE Act which is now before the Senate for consideration. Further, the President has indicated he would sign the legislation if the Senate passes it. The SECURE Act will profoundly affect your ability to leave an IRA to a family member who is not your spouse. Under current law if you are a non- s...
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Procative Year-end Tax Planning Ideas for 2022

 

 

Chasing Performance

Risks of Market Timing

 

Capstone Wealth Advisors
5875 Castle Creek Parkway, Suite 290
Indianapolis, IN 46250

t) 866.794.8066
p) 317.577.8233
f) 317.577.8234

connect@capstonewa.com