Capstone Investment Financial Group, LLC

A Message from Capstone Investment

Meet our new team member Aidan

Published: Mon, 03/02/26

Updated: Mon, 03/02/26

Plus a reminder about Bracket Bash Meet Aidan Schultz Aidan is a new wealth advisor at Capstone Investment Financial Group who will assist with client…

Join us for our Bracket Bash Party 🏀

Published: Tue, 02/24/26

Updated: Tue, 02/24/26

Save the date: March 19 If you’re a fan of NCAA basketball we’d love for you to join us for Capstone Bracket Bash 2026 — an evening of first round…

Supreme Court Strikes Down Trump's Tariffs

Published: Sat, 02/21/26

Updated: Sat, 02/21/26

What It Means for Your Money Supreme Court Strikes Down Trump’s Tariffs — What It Means for Your Money On February 20, 2026, the U.S. Supreme Court…

A Cheat Sheet on Tax Changes

Published: Wed, 02/04/26

Updated: Wed, 02/04/26

Plus Market & Economic Update Ta Changes: 7 Takeaways Filing your ta es for 2025 comes with several important changes that could affect how much you…

You Inherited an IRA. Now What?

Published: Tue, 01/06/26

Updated: Tue, 01/06/26

Plus: Welcome Aidan to our team! You Inherited an IRA. Now What? When Susan’s phone rang that Tuesday morning, everything stopped. Her father had…

Capstone Limited Holiday Hours--Happy Holidays!!!

Published: Mon, 12/22/25

Updated: Mon, 12/22/25

Capstone Holiday Office Hours We will be operating on shortened hours for the Holidays, please see our hours below:December 24rd 8:00 am to 11:00…

One of the simplest ways to protect your net worth

Published: Tue, 12/02/25

Updated: Tue, 12/02/25

Plus Goodbye, Penny! What is one of the simplest ways to protect your net worth? An umbrella insurance policy is one of the simplest and most cost-…

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