Wealth Management Articles by Capstone Capital
Enjoy Life Now
Have you ever thought, "I'll be happy when I make more money," or "I'll be happy when I retire"? When you finally reached those or other milestones, did it feel as satisfying as you imagined? And how long did that feeling last? High achievers tend to constantly drive toward a better future. This can be good, but it can also cause frustration and burnout. If you only focus on what you still want to achieve, you'll never be happy. Yes, it's important to set goals, and achieving them brings a...
Enjoy Life Now
Have you ever thought, "I'll be happy when I make more money," or "I'll be happy when I retire"?...
Additional Articles
Enjoy Life Now
Have you ever thought, "I'll be happy when I make more money," or "I'll be happy when I retire"? When you finally reached those or other milestones,...
The Best Gifts
Gift giving during the holidays is a wonderful tradition that unites families and friends. When we give in the right spirit, we remember that giving...
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...
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