The Benefits of a Living Trust

Posted by Cap-Strat on November 28, 2012

When considering your estate planning needs, it can be beneficial to have the tools necessary to distribute your assets in the way you want. While a will is necessary for most people, there are also advantages to a living trust. When considering your estate planning needs, it can be beneficial to have the tools necessary to distribute your […]

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Knowing When It’s Time to Sell an Investment

Posted by Cap-Strat on November 21, 2012

Few investors, however, have a tried-and-true process for selling an investment. Yet knowing when to sell can be every bit as important as knowing what to buy.Most investors have a process for purchasing an investment. It usually involves performing research,comparing similar investments or investment types, and considering a number of more personal factors,including time horizon, risk […]

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How to Contain Costs for Your College-Ready Child

Posted by Cap-Strat on November 14, 2012

College graduates in 2011 walked away with a diploma and an average of nearly $27,000 in student loans. What can you do to help your child avoid debt? College graduates in 2011 walked away with a diploma and an average of nearly $27,000 in student loans, according to a recent report.1 The report also estimated that two-thirds […]

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Five Common Retirement Planning Mistakes

Posted by Cap-Strat on November 8, 2012

Few American workers say they are “very confident” they will have enough money to live comfortably throughout retirement. To help reduce such uncertainty from your life, consider these five common investment pitfalls — and how to avoid them. Only 14% of American workers say they are “very confident” they will have enough money to live comfortably […]

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