Proactive Strategies for Lowering Taxes and Growing Your Financial Future Asking your accountant at tax time if there’s any way to reduce your tax bill doesn’t always help much. Proper tax planning involves looking at and understanding the tax implications of...
In celebration of the achievements of Black Americans and their integral role in our nation’s history, here are eight Black wealth builders we believe should be remembered. These individuals deserve recognition for their contributions to America’s financial...
Capstone clients often turn to financial advisor Linsey Simek for advice on their portfolios and investments, but have you ever been curious about her favorite karaoke song? We decided to have a little fun and asked her some light-hearted questions—here’s what she had...
Most Capstone clients know Ryan Turbyfill as an easy-going guy and a level-headed financial advisor, but did you know about his passion for heavy metal music? We asked him a few light-hearted questions on the personal side – here’s what he had to say: P.S....
Ever wondered how savvy investors navigate the complex landscape of taxes while aiming for optimal returns? The secret lies in a powerful technique known as tax loss harvesting. What is Tax Loss Harvesting? Tax loss harvesting is like the green thumb of the...
