Wealth Management Articles by Capstone Capital

Beauty for Ashes

My wife Andrea and I were in New York City on the 25th anniversary of 9/11. We felt somber and reverent as we walked around the memorial pools, which sit in the footprints of the former Twin Towers. The names of the victims, engraved in bronze around the pools, were adorned with fresh roses. As traffic passed and people hurried by, I was struck by how life moves forward even after the worst tragedies. I pondered how much has changed since that horrifying day 25 years ago. I was also reminded...

Beauty for Ashes

My wife Andrea and I were in New York City on the 25th anniversary of 9/11. We felt somber and...

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...