Tallus Capital Advisors

Tallus Capital Advisors Tallus Capital Advisors is a registered investment advisor, providing investment management services.

📘 Back to the Basics: A Final RecapOver the past several weeks, we have walked through the foundations of financial succ...
09/29/2025

📘 Back to the Basics: A Final Recap

Over the past several weeks, we have walked through the foundations of financial success:

✔️ Understanding investment accounts
✔️ Setting goals that stick
✔️ Managing cash flow and budgeting
✔️ Building a solid financial plan
✔️ Designing an investment strategy
✔️ Preparing for retirement
✔️ The role of diversification

In our final post, we bring it all together and highlight the timeless lessons that form a strong financial foundation.

👉 https://www.tallusadvisors.com/blogs/back-to-the-basics--a-final-recap

With recent market volatility top of mind, some investors have been asking about whether now is the right time for Roth ...
09/17/2025

With recent market volatility top of mind, some investors have been asking about whether now is the right time for Roth IRA conversions. Swipe through for an overview of Roth IRA conversions and how they work.

If you're wondering whether a Roth conversion — or an in-kind strategy — makes sense for your goals, we’re happy to help. Reach out today to explore your options.

Retirement isn’t about hitting a certain age.It’s about replacing your paycheck with income that supports your lifestyle...
09/15/2025

Retirement isn’t about hitting a certain age.
It’s about replacing your paycheck with income that supports your lifestyle.

This week in our Back to the Basics series, we’re simplifying retirement planning and focusing on what really counts:

✅ Lifestyle spending
✅ Income sources
✅ Tax planning
✅ Longevity and flexibility

📖 Read the post: Retirement Planning Isn’t Just About Age. It’s About Cash Flow.
https://www.tallusadvisors.com/blogs/back-to-the-basics--the-truth-about-financial-planning-13Er

📅 Next week: The Role of Diversification and Why It Still Matters

July’s Consumer Price Index and Producer Price Index data were released in August. Swipe through for an overview of what...
09/10/2025

July’s Consumer Price Index and Producer Price Index data were released in August. Swipe through for an overview of what this could mean for the broader economy and financial landscape.

As always, if you have any questions about this information or how it may impact your finances, don’t hesitate to give us a call. We’re here to help!

Investing without a strategy is like driving without a destination.This week in our Back to the Basics series, we’re bre...
09/08/2025

Investing without a strategy is like driving without a destination.

This week in our Back to the Basics series, we’re breaking down how to build an investment strategy that actually fits your goals, timeline, and risk tolerance.

✅ Match your investments to your financial goals
✅ Understand asset allocation and risk
✅ Learn how to stay consistent without chasing the market

📖 Read the post: https://www.tallusadvisors.com/blogs/back-to-the-basics--building-an-investment-strategy-that-fits-your-goals

📅 Next week, we’ll tackle The Truth Behind Retirement Planning—and what it really takes to retire on your terms.

Big changes are coming for seniors — from new tax deductions to Medicare and Medicaid rule updates.Swipe through to see ...
09/03/2025

Big changes are coming for seniors — from new tax deductions to Medicare and Medicaid rule updates.

Swipe through to see how the One Big Beautiful Bill Act could impact taxes, benefits, and health care.

Have questions about how these changes affect you? Give us a call today! We are here to help.

Roth IRA? 401(k)? Brokerage account? HSA?If you’ve ever wondered which investment account to use—or how they actually wo...
09/01/2025

Roth IRA? 401(k)? Brokerage account? HSA?
If you’ve ever wondered which investment account to use—or how they actually work—this week’s Back to the Basics post is for you.

We’re breaking down the most common types of investment accounts, including the pros and cons of each, so you can make smarter decisions with your money.

✅ Understand tax advantages
✅ Learn which accounts offer flexibility
✅ See how different accounts can work together

📖 Read the full post: https://www.tallusadvisors.com/blogs/back-to-the-basics--understanding-investment-accounts

📅 Next up: Building an Investment Strategy That Fits Your Goals

Happy Labor Day to all the hardworking professionals, business owners, and retirees who spent years building the life th...
09/01/2025

Happy Labor Day to all the hardworking professionals, business owners, and retirees who spent years building the life they enjoy today. Here’s to rest, reflection, and a well-earned long weekend.

🎯 No goals, no roadmap.Wandering through your finances without clear goals is like driving with no destination in mind.S...
08/27/2025

🎯 No goals, no roadmap.

Wandering through your finances without clear goals is like driving with no destination in mind.

Set clear, meaningful goals. Then build a plan to reach them.

Whether it's saving for a major purchase, planning for retirement, or increasing your investment income, clarity is the first step to progress.

Goals are easy to set. Sticking to them? That’s where the real work happens.This week in our Back to the Basics series, ...
08/25/2025

Goals are easy to set. Sticking to them? That’s where the real work happens.

This week in our Back to the Basics series, we’re breaking down how to create financial goals that actually go somewhere—goals that are specific, realistic, and tied to what matters most to you.

📖 Read the post: https://www.tallusadvisors.com/blogs/back-to-the-basics---setting-financial-goals-that-stick

💡 Whether you’re saving for something big or just trying to build better habits, the right structure makes all the difference.

📅 Next up: Understanding Investment Accounts

📊 Your money should be working as hard as you are.Do a financial audit. Know where you stand. Adjust where needed.
08/20/2025

📊 Your money should be working as hard as you are.

Do a financial audit. Know where you stand. Adjust where needed.

You can’t build wealth without a solid foundation—and it starts with how you manage your cash flow.This week in our Back...
08/18/2025

You can’t build wealth without a solid foundation—and it starts with how you manage your cash flow.

This week in our Back to the Basics series, we’re covering the essentials of budgeting and why understanding your income and expenses is the first step toward real financial confidence.

✅ Learn what positive cash flow really means
✅ Start tracking your spending (without spreadsheets)
✅ Build smart habits that actually last

📖 Read the post: https://www.tallusadvisors.com/blogs/back-to-the-basics--cash-flow-and-budgeting

Whether you're earning a lot or just getting started, how you manage your money today sets the stage for everything that follows.

📅 Coming up next: Setting Financial Goals That Stick

Address

75-170 Hualalai Road , Suite C209
Kailua-Kona, HI
96740

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Tallus Capital Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category