Capital Fiduciary Advisors

12/23/2023

Happy Holidays to all of our friends, families and colleagues. Wishing you all a peaceful and relaxing holiday

11/23/2023

Happy Thanksgiving to all of our friends, families and colleagues. We are deeply grateful for your relationships as well as everyone who has supported and trusted in us each and every year. We would be very far from here without all of you.

09/04/2023

Happy Labor Day to all of the special professionals behind the scenes at Capital Fiduciary Advisors, L.L.C. who are committed to the mission of serving our clients best interests and their family goals. Wishing you a well deserved day of rest and all the best on this holiday!

03/11/2023

A few thoughts for an unexpected tax bill.

Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways to reduce your tax bill to a more manageable size.

12/25/2022

Happy Holidays to you and yours. We are grateful for our friendships and the opportunity to be of service.

11/27/2022

Some financial planning ideas here that may be helpful in organizing the closing of another year.

Here are some things you might consider before saying goodbye to 2022.

08/31/2022

As part of the beginning to another school year, we have recently had a number of conversations with folks trying to plan out the best strategy for their children's college costs. Here is a link to an article in which we summarize some of the ideas and opportunities for funding tuition. I find a lot of people are unaware of the potential tax benefits in Gifting Appreciated Stock as well as the possible opportunity to utilize a Deferred Compensation Plan.

August 31, 2022 The College Payment Puzzle for High-Earning Families At Capital Fiduciary Advisors we know that those four years when your child is in college can be a rollercoaster ride, but the scariest part for high-earning parents can be figuring out how to pay for it. It can be tempting to put....

07/26/2022

Here's our latest perspective on the Markets for Q2 and the Economy

Here's what you need to know

04/19/2022

Inflation is causing prices to rise for everyday consumers. How will this rise affect your overall strategy?

04/13/2022

Inflation, War, and Federal Reserve interest rate hikes - we break down what you need to know about Q1 2022 in this quick read.

Here's what savvy investors should know

04/04/2022

Some basics here that may provide a refresher for the upcoming tax filing deadline of April 18th.

While they’re both worth getting excited over, it’s important to understand the fundamental differences between tax credits and tax deductions.