Wealth Management Articles by Capstone Capital
Don’t Bet Against Djokovic (or the Market)
Since my wife Andrea has been passionate about tennis for the past few years, I surprised her with tickets to the BNP Paribas Open in Indian Wells the first weekend in March 2026. I don’t know much about tennis, but watching Novak Djokovic in person turned out to be an incredible experience—and an unexpected lesson about investing. Although Djokovic is one of the greatest tennis players of all time, on Saturday he struggled against his opponent, Kamil Majchrzak. Djokovic is much older and...
Don’t Bet Against Djokovic (or the Market)
Since my wife Andrea has been passionate about tennis for the past few years, I surprised her with...
Additional Articles
Don’t Bet Against Djokovic (or the Market)
Since my wife Andrea has been passionate about tennis for the past few years, I surprised her with tickets to the BNP Paribas Open in Indian Wells...
Could You Afford to Sell Your Business?
When you start thinking about selling your business, one of the most important questions you need to ask yourself is whether you could afford to...
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...
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