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Perspective of the Markets From the First Half of 2024, and a Look Ahead
Perspective of the Markets From the First Half of 2024, and a Look Ahead

Perspective of the Markets From the First Half of 2024, and a Look Ahead

Posted on July 26, 2024 by Admin

In this episode of Capital Conversations, CFO and Founder Brian Pultman and portfolio manager Ryan Potts take a look back at the first half...
How to Teach Your Kids About Money, From Allowances to Inheritance
How to Teach Your Kids About Money, From Allowances to Inheritance

How to Teach Your Kids About Money, From Allowances to Inheritance

Posted on June 28, 2024 by Admin

We all strive to prepare our children for financial success, but where do we start? It can begin with everyday conversations about money, turning...
Setting and Forgetting Your Retirement Plan: Are Target Date Funds Right For You?
Setting and Forgetting Your Retirement Plan: Are Target Date Funds Right For You?

Setting and Forgetting Your Retirement Plan: Are Target Date Funds Right For You?

Posted on June 18, 2024 by Admin

It’s easy to feel overwhelmed when thinking about retirement options, especially with so many investment choices available. One such choice is target date funds,...
Understanding Diversification: Strategies for Better Portfolio Management
Understanding Diversification: Strategies for Better Portfolio Management

Understanding Diversification: Strategies for Better Portfolio Management

Posted on May 28, 2024 by Admin

As the saying goes, you shouldn’t put all your eggs in one basket. You shouldn’t put all of your investments in one place either....
What’s Your Financial Advisor Doing With AI?
What’s Your Financial Advisor Doing With AI?

What’s Your Financial Advisor Doing With AI?

Posted on May 16, 2024 by Admin

It seems like professionals in every industry are looking into ways that new AI technology can help improve their businesses. While AI hasn’t turned...
Active Vs. Passive Investing: Which One’s Right For Me?
Active Vs. Passive Investing: Which One’s Right For Me?

Active Vs. Passive Investing: Which One’s Right For Me?

Posted on May 6, 2024 by Admin

Active and passive investment strategies are often seen as opposites, and everyone from experienced investors to those just entering the market likely have an...
All About Tax Diversification: How to Pay Less in Taxes in Retirement
All About Tax Diversification: How to Pay Less in Taxes in Retirement

All About Tax Diversification: How to Pay Less in Taxes in Retirement

Posted on April 15, 2024 by Admin

The concept of tax diversification might not be the first topic that springs to mind when planning for retirement, but it can have a...
How to Use the Bucket System to Manage Your Money
How to Use the Bucket System to Manage Your Money

How to Use the Bucket System to Manage Your Money

Posted on March 28, 2024 by Admin

As financial advisors, our goal is to help our clients live a financially healthy and fruitful life through smart financial planning and investment advice....
Traditional IRA vs. Roth IRA: Which One’s Right for You?
Traditional IRA vs. Roth IRA: Which One’s Right for You?

Traditional IRA vs. Roth IRA: Which One’s Right for You?

Posted on March 26, 2024 by Admin

Traditional IRA vs. Roth IRA: Which One's Right for You? Individual Retirement Arrangements (IRAs) are a great way for earners to invest their retirement...
SEC Approves Bitcoin ETFs. Should You Invest?
SEC Approves Bitcoin ETFs. Should You Invest?

SEC Approves Bitcoin ETFs. Should You Invest?

Posted on March 14, 2024 by Admin

After years of avoiding it, the SEC has recently approved the listing and trading of 11 Bitcoin ETFs. But, are Bitcoin ETFs right for...

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