Coastal Strategic Capital

Business owners should consider a succession plan sooner rather than later.

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We just acquired FamilyCFO.com.

We did it because we believe the Family CFO model is where this industry is headed, and we wanted to plant a flag.

The traditional advisory model was built to manage portfolios. We believe the next generation of wealth management is built around something different. A single, coordinated point of leadership across every area of a client's financial life. Investments, taxes, estate, business planning, real estate, risk - all of it connected, all of it proactive, all of it running the way a CFO would run a company's finances.

That's what we've been doing at Coastal Strategic Capital since day one. The domain is just us making it official.

If you've ever felt like your financial life has more moving parts than your advisor is keeping up with, that's the gap we exist to close.

FamilyCFO.com now home to the firm that's been living this philosophy since we opened our doors.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

Have you heard of the "Saver's Credit?" If you meet certain criteria, you could be eligible for up to a \$2,000 tax credit.

Roadmap to Retirement: Tax & Investment Strategies The journey into retirement requires a strategy. Check out these tax and investment strategies to help you grow your wealth.

M0 is the total of all physical currency worldwide. What’s it look like?

Just a moment...

Committed to increasing your financial literacy? Don't be afraid to ask questions.

Just a moment...

Valuation is important for business succession, estate taxes and even qualifying for a loan.

What is the Value of Your Business? Ascertaining the value of your business is important for a variety of reasons.

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.

Behavioral Finance An amusing and whimsical look at behavioral finance best practices for investors.

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you want to speed things up.

Credit Card Payoff Find out how long it may take to pay off a credit card balance and what it costs in interest.

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.

How to Bake a Pie-R-A Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?