Selling your business is a significant decision that can have profound implications for the rest of your life. If you're thinking about selling, evaluate your motivations to ensure you’re selling at the right time and for the right reasons. Some motivations are more...
Capstone Capital
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 the site manager for the Giving Machine at the District at Green Valley Ranch here in Henderson. The Giving Machine is a...
Does Your Business Bring You Joy?
During this holiday season, instead of simply sending you the usual “joy and prosperity” wishes, I challenge you to reflect: How much joy does your business bring you and your family right now? Have you noticed that the holidays tend to help us clarify our perspective...
The Best Is Yet to Come
While the world is filled with many complex problems, I love the Thanksgiving season because it reminds me that much more is going right than wrong. We have so much to be grateful for, and there is a bright future ahead! Nick Murray said it best in his book Simple...
Celebrating 20 Years
Capstone Capital Wealth Advisors recently celebrated its 20th Anniversary! We are very grateful to our founders, Ron Leavitt and Jeff Burr, for their vision of creating an independent wealth management firm committed to always doing the right thing for our clients. We...
Favorite Quotes
Our favorite quotes on wealth building, financial security, and life philosophy from the greatest minds of our time.
Term Insurance vs. Whole Life
Term insurance (temporary insurance) has the lowest initial premium but the highest long-term cost because premiums increase over time and your beneficiaries are highly unlikely to ever collect any payout from it. Premium payment terms are very inflexible and you...
Retirement Income Sources
As you embark on the journey to make your retirement dreams a reality, keep in mind that retirement income can come from many different sources, including the following: Part-time Work – Many people chose to work at least part-time in retirement to bring in extra...
Preparing for Retirement
Whether you plan on working for the rest of your life or not, saving for retirement is very important because it will help you get to the point where you’re working for the joy of it, not just out of necessity. Then you will be free to choose the type of work you...
Medical Insurance
At the time of this writing, our country is going through a major health care crisis. For many years it has been common for employers to provide medical insurance to their employees at no cost or very little cost. However, since medical insurance premiums have...