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Capital Income Advisors
Jan 5, 20214 min read
Welcome to 2021
Welcome to 2021! We hope that you and your family had an enjoyable holiday season. Last year presented some of the most challenging times...
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Capital Income Advisors
Sep 16, 202017 min read
Proactive Year-end Tax Planning for 2020 and Beyond
One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their...
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Capital Income Advisors
Sep 8, 20206 min read
Low Interest Rates and Investors
Interest rates are important to investors and they are currently at or near all-time lows. At this past June’s Federal Reserve meeting,...
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Capital Income Advisors
Jul 9, 202010 min read
Quarterly Economic Update - Q2 2020
After a sharp waterfall drop in March, major equity markets advanced strong in the second quarter. Following the Dow Jones Industrial...
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Capital Income Advisors
Jun 22, 20208 min read
Proactive Retirement Planning Using the New SECURE Act
On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law. This new legislation...
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Capital Income Advisors
May 13, 20209 min read
Traditional and ROTH IRAs - Taking Retirement Into Your Own Hands
It is extremely important that we all take our retirement into our own hands. The concept of not preparing and relying on a...
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Capital Income Advisors
Apr 8, 202013 min read
Quarterly Economic Update - Q1 2020
No one expected the longest bull market in history to see its demise brought on by a virus. While U.S. equity markets were able to...
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Capital Income Advisors
Mar 12, 20203 min read
A Quick Look at Recessions and Market Crashes
After an 11-year bull market, the longest in history, equity markets have entered into bear market territory. A bear market is defined as...
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Capital Income Advisors
Mar 2, 20208 min read
Market Volatility Update: Markets Go Up and Markets Go Down
The last few days of February created confusing and turbulent times for investors. The rough stock market fluctuations created a...
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Capital Income Advisors
Feb 26, 20202 min read
The Market Sell-Off and Coronavirus: An Investor’s Perspective
Investors have now experienced their first disruption of the year: The Coronavirus. The investing experience is no stranger to unexpected...
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Capital Income Advisors
Feb 12, 20202 min read
Tax Report - Q1 2020
Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals...
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Capital Income Advisors
Feb 7, 20202 min read
Quarter 4 Newsletter - 2019
As we look back and reflect on what was predicted by many to be a year of worry and concern, equity markets advanced heavily in 2019 and...
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Capital Income Advisors
Nov 14, 20191 min read
Year End Tax Planning - 2019
One of our main goals as holistic financial advisors is to help our clients recognize tax reduction opportunities within their investment...
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Capital Income Advisors
Oct 16, 20192 min read
Quarter 3 Newsletter - 2019
After some concerns and declines during the summer, major equity markets showed advances in the month of September and finished positive...
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Capital Income Advisors
Sep 30, 20191 min read
Planning for Your Retirement
Develop your income and spending plan.
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Capital Income Advisors
Aug 7, 20191 min read
Strategies for Investors in a Volatile Market
During volatile times, many investors get agitated and begin to question their fundamental investment decisions and choices. This is...
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Capital Income Advisors
Aug 2, 20191 min read
Quarter 2 Newsletter - 2019
The first half of 2019 brought very strong results for financial markets. Both equity and bond investors saw positive results leaving...
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Capital Income Advisors
Jun 5, 20191 min read
The new SECURE Act and Proactive Retirement Planning
The House of Representatives passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act on May 23. The next step is to...
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Capital Income Advisors
Apr 26, 20192 min read
Quarter 1 Newsletter - 2019
During the first three months of 2019, investors had a lot to cheer about as U. S. equity markets turned in their best quarterly gains in...
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Capital Income Advisors
Mar 7, 20191 min read
Helpful Information for Filing 2018 Income Taxes and Proactive Tax Planning for 2019
Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals...
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