Capital InsightsFinancial Planning
How Diversification and Smart Planning Can Better Inflation-Proof Your Finances
For the past couple of years, you’d be hard-pressed to go more than a few days without seeing, hearing, or…
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Capital InsightsNumbers and Nuances: Making the Tax Code Simpler
Into the Sunset: How the Expiring TCJA Provisions May Affect Your Financial Plan
The Tax Cuts & Jobs Act (TCJA), passed by former President Trump at the end of 2017, was the first…
Capital InsightsFinancial Planning
Medium-Term Financial Goals
The conversation surrounding financial goals typically focuses on the short and long term. Which makes sense, of course. Naturally, people…
Capital InsightsNumbers and Nuances: Making the Tax Code Simpler
Insights from Nicolette & Josh, CFPs® and Enrolled Agents
Welcome to Numbers and Nuances: Making the Tax Code Simpler, your go-to source for insightful articles and short-form content updates…
Capital InsightsMarkets
Bounds Bounce Back
As a decade of low interest rates came to a rapid end, bonds did not act like themselves in 2022,…
Capital InsightsFinancial Planning
Game Plans for Success: Building a Diversified Portfolio vs. Crafting a Winning Fantasy Football Team
In the realms of finance and sport, strategic planning and diversity play pivotal roles in achieving success. Building a diversified…