Wealth Management Articles by Capstone Capital
Smart Giving: Maximize Your Impact and Tax Benefits
Many of our clients enjoy making charitable donations, whether it’s paying tithing or supporting a local nonprofit. But what many people don’t realize is that how you give can make a big difference, both for the organization you support and for your own financial picture. Here are two powerful ways to make your giving go further: 1. Donating Appreciated Investments Instead of Cash If you own investments such as stocks, mutual funds, or ETFs that have grown significantly, you may be able to...
Smart Giving: Maximize Your Impact and Tax Benefits
Many of our clients enjoy making charitable donations, whether it’s paying tithing or supporting a...
Additional Articles
Smart Giving: Maximize Your Impact and Tax Benefits
Many of our clients enjoy making charitable donations, whether it’s paying tithing or supporting a local nonprofit. But what many people don’t...
Protecting Your Business from the 5 Ds: The Risks Every Owner Should Plan For
Do you love your business so much that you never want to sell it? If so, congratulations—that’s a rare blessing. However, one day you will be forced...
How Much Is “Enough” for You?
We all want a fulfilling life, but fulfillment doesn’t come automatically with greater wealth. In fact, continuously building wealth could increase...
Will Your Business Thrive After You Sell It?
For years, my wife Andrea and I have enjoyed staying at a boutique hotel in a quiet neighborhood on the north side of Newport Beach, just a block...
How Laziness Could Increase the Value of Your Business
One of our clients was recently offered a lot of money to sell his business, but they wanted him to stay on for five years after the sale. Why? His...
Your Work Is What You Do, Not Who You Are
Who are you outside of your business? Are you confident in your worth regardless of the financial or professional benefits you provide to others? A...
Staying Relevant
From ages 19 to 21, I served a volunteer church mission in Buenos Aires, Argentina. During the final six months of my mission, I had the privilege...
Good and Bad Reasons to Sell Your Business
Selling your business is a significant decision that can have profound implications for the rest of your life. If you're thinking about selling,...
Ron Leavitt & The Giving Machine
I’m so proud of my partner, Ron Leavitt! Click here to listen to his recent radio interview with Joanna & Sean on Sunny 106.5 about his role as...
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