Impact Capital, LLC

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Impact Capital, LLC Impact Capital provides wealth management and financial planning services.

As fiduciaries, our goal is to grow your wealth by lowering your fees, lowering your taxes, and improving your investment performance.

Trump Accounts officially launched until July 4, 2026, one full year after President Trump signed the One Big Beautiful ...
09/09/2026

Trump Accounts officially launched until July 4, 2026, one full year after President Trump signed the One Big Beautiful Bill Act (OBBBA) into law. In our latest blog, we provide an overview of the key points of Trump Accounts, the underlying tax implications of setting up and investing in these accounts, viable financial planning alternatives for your beneficiary, and the “$191,000 Question.”

Learn more: https://impactcapital.com/investments/trump-accounts-officially-rolled-out-in-july-heres-what-you-need-to-know/

In the latest installment of Impact Capital, LLC’s Three Market Themes quarterly research report, we focus on the perfor...
07/30/2026

In the latest installment of Impact Capital, LLC’s Three Market Themes quarterly research report, we focus on the performance of the “Magnificent Seven” stocks, how small capitalization stocks have been doing the heavy lifting in recent market trends, and an updated look at federal interest rates. Learn more: https://impactcapital.com/investments/three-market-themes-february-2026/

In the latest installment of Impact Capital, LLC’s Three Market Themes quarterly research report, we focus on the import...
02/27/2026

In the latest installment of Impact Capital, LLC’s Three Market Themes quarterly research report, we focus on the importance of portfolio diversification, the market performance of Gold, and the general health of the market as measured by the advance-decline line. Learn more: https://impactcapital.com/investments/three-market-themes-february-2026/

Late last year, the IRS announced various adjustments to retirement plan and annual gifting limitations for 2026. In Imp...
01/20/2026

Late last year, the IRS announced various adjustments to retirement plan and annual gifting limitations for 2026. In Impact Capital, LLC’s latest Chart of the Month blog, we provide an overview of the key takeaways from their announcement – read it here: https://bit.ly/45mcVE5

Address

1 Research Court, Suite 400
Rockville, MD
20850

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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