By providing objective advice and creating comprehensive plans, Capstone Financial is a premier, single-source wealth management firm in Atlanta.
We are a MassMutual agency and have been steadily growing since our firm was founded in Atlanta in 1886. Today, it is still our vision to help our clients navigate the complexities of managing wealth and will continue to deliver the same customized solutions now as we have since our start. Our approach to setting financial goals and building strategies around them is three-fold: Consultative, Coll
06/14/2024
Election years can be tricky, but my goal to keep you informed stays the same. Check out the latest market perspective of election years by Chief Investment Officer of Wealth Management, Daken Vanderburg, and reach out with any questions.
Do presidential elections impact markets? | MassMutual Here are four charts that may provide perspective amid the sometimes clamorous political rhetoric.
A great example of why diversification within a particular sector is so important: Foot Locker and Gap recently exceeded analysts’ earnings estimates while Kohls, Nordstrom, and Ulta Beauty fell below expectations. Learn about driving factors in our market perspective and let’s talk.
If you don’t have liquid savings on hand to fund short-term goals, learn how you may be able to sell or borrow against your investment portfolio assets.
https://fieldnet.massmutual.com/public/financialplan/pdfs/mi1560.pdf.
06/05/2024
Are you a business owner looking for ways to retain your key employees? Learn more about section 162 plans and how they can help build an attractive compensation package.
What is a Section 162 executive bonus plan and how does it work | MassMutual Executive bonus plans (Section 162 plans) use life insurance benefits to entice and keep key employees at your company.
Provide your clients with customized solutions. Accelerate your practice growth. Join Capstone Financial today.
05/30/2024
Diversification is key. While home values are up, the overall real estate sector has been trending down this year. What does this mean for your investments? Let’s discuss.
Your clients demand quality, customized wealth management solutions. When you work with Capstone Financial, you have direct access to a team of experts in portfolio management, investments, hedging, and more. Work with us today.
05/27/2024
This Memorial Day, we honor the bravery of those who gave the ultimate sacrifice for our freedom.
05/24/2024
Has the Fed seen enough? Unemployment claims are climbing recently. Job openings and wage growth are both slowing down. Read more here and let’s discuss the impacts.
US weekly jobless claims hit highest level since August of 2023, though job market is still hot The number of Americans applying for unemployment benefits jumped to its highest level in more than eight months last week in another sign that the labor market may be softening.
You’ve heard the old adage, “It’s time in the market, not timing the market.” Let’s take a look at your time horizon and risk tolerance to ensure you have the right mix of assets to help you achieve your dreams in life.
Executive Bonus Plans allow business owners to offer a valuable insurance benefit to their key employees. Contact me to learn more.
Financial professionals at Capstone Financial value the guiding philosophy of open communication and serving clients across all cultural backgrounds.
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