How Elections Move Markets

How much do elections impact the stock market and portfolio returns? Should elections even matter to long-term investors in the first place? These are the questions investors and financial professionals are facing as we approach November 5. To provide answers, Capital...

Just Do It!

We’ve put together key steps to take towards your pursuit of your financial goals for all your stages in dentistry. Check out Andres’ above, click here, or read on to learn about them. For all dentists: -Assemble your dental specific advisor team including: CPA...

Buying Cars Has Changed a Lot…Again!

Back in July 2023, I wrote follow up post about buying cars in the early days post pandemic. That was at a time when the supply of both new and used cars was very low and prices were high. Fast forward to today, MANY things have changed: The availability of most cars...

Inflation is Falling but Stalling

US economic growth much depends on the path of inflation. The U.S. economy has continued to grow in the face of elevated inflation and a federal funds rate currently at a 23-year high. It now sits in a range of 5.25% to 5.50%, up from near zero roughly two years ago....

Retirement: Time to Contemplate…

I was on vacation at the beginning of June in New England at my college reunion and visiting Maine. Highly recommend New England in June. Great weather and not too hot. If you’re traveling to Boston and looking for recommendations, be sure to reach out! 😊 As I was on...