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Helpful Information for Filing 2023 Income Taxes and Proactive Tax Planning for 2024

Helpful Information for Filing 2023 Income Taxes and Proactive Tax Planning for 2024

Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals is to identify as many tax saving opportunities and strategies as possible for our clients. We believe that a proactive approach to looking at your tax situation can lead to better results than a reactive approach....
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Capstone Q4 Economic Update & Investor Outlook

Capstone Q4 Economic Update & Investor Outlook

2023 is in the books and the last quarter left investors looking forward to a bright and happy new year. Historically, equities typically have advanced in the fourth quarter, and we can now add 2023 to that statistic. We entered the fourth quarter with strong momentum, including a healthy labor market and easing inflation pressures. We then ended t...
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Welcome to 2024!

Welcome to 2024!

Happy New Year and welcome to 2024! We hope that you and your family had an enjoyable holiday season. We are excited to see what the new year will bring us. Overall, 2023 was a good year for investors. Interest rates continued to rise, but at a much slower and less consistent pace than in 2022 and recession worries continued to make headlines,...
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Can Money Determine Your Happiness?

Can Money Determine Your Happiness?

In 1964, Paul McCartney and John Lennon of the Beatles co-wrote the hit song “Money Can’t Buy Me Love” but, could it bring you happiness? In 2010, Princeton University conducted a study which found that day-to-day happiness rose as annual income increased, but then tapered off at a yearly income of $75,000. In 2021, a study directed by the Univer...
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The Federal Reserve and Interest Rates

The Federal Reserve and Interest Rates

The Federal Reserve left interest rates unchanged at their meeting on November 1st.  They continued to state that they are closely tracking inflation and the health of the economy to determine their future decisions.  During this session, the central bank voted unanimously to leave its primary interest rate in the range of 5.25%...
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Capstone Q3 Economic Update & Investor Outlook

Capstone Q3 Economic Update & Investor Outlook

Historically, the third quarter is the worst quarter of the year in equity markets. 2023’s third quarter followed that trend. September was very uncomfortable for investors as volatility increased during this last month of the quarter. Equities moved lower in late September as the Federal Reserve refrained from raising rates, but announced there is...
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Procative Year-end Tax Planning Ideas for 2022

 

 

Chasing Performance

Risks of Market Timing

 

Capstone Wealth Advisors
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Indianapolis, IN 46250

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