Impact Capital, LLC

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.

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

The month of October is synonymous with spooky season, but Halloween isn’t the only scary thing out and about right now....
10/21/2025

The month of October is synonymous with spooky season, but Halloween isn’t the only scary thing out and about right now. In fact, investors may be wary because of certain recent trends at play. In the latest installment of Impact Capital, LLC’s Three Market Themes quarterly research report, we focus on historical fourth-quarter stock market performance, the appeal of non-U.S. stock market assets, and all-time stock market highs.

Learn more: https://impactcapital.com/investments/three-market-themes-october-2025/

This past summer, President Trump signed The One Big Beautiful Bill (“OBBB”) into law, a piece of tax legislation that i...
09/11/2025

This past summer, President Trump signed The One Big Beautiful Bill (“OBBB”) into law, a piece of tax legislation that is over 900 pages long and contains many crucial changes to our nation’s tax code. In Impact Capital, LLC’s latest blog, we will be focusing solely on the personal tax implications of the OBBB and what new key provisions taxpayers should be on the lookout for.

Learn more: https://bit.ly/4mcEMfs

In the latest installment of Impact Capital, LLC’s Three Market Themes quarterly research report, we focus on the positi...
08/30/2025

In the latest installment of Impact Capital, LLC’s Three Market Themes quarterly research report, we focus on the positive returns across all types of investments, the risks in today’s stock market, and the drawbacks of wealth management clients working with active fund managers. Learn more: https://impactcapital.com/investments/three-market-themes-august-2025/

In the latest installment of Impact Capital, LLC’s Three Market Themes quarterly research report, we focus on U.S. Dolla...
05/14/2025

In the latest installment of Impact Capital, LLC’s Three Market Themes quarterly research report, we focus on U.S. Dollar-denominated assets, the diminishing hype surrounding Bitcoin, and the importance of maintaining a diversified stock portfolio in uncertain economic times. Learn more: https://bit.ly/3Zjb8MN

In Impact Capital, LLC’s latest market update, we explore trends relating to large U.S. stocks with market capitalizatio...
02/24/2025

In Impact Capital, LLC’s latest market update, we explore trends relating to large U.S. stocks with market capitalization greater than USD $1 trillion and how they have performed since last summer, the recent volatility of technology stocks, and the performance rate of actively managed funds over time. Check it out on our website: https://bit.ly/3XfeQGi

Late last year, the IRS announced various adjustments to retirement plan and annual gifting limitations for 2025. In our...
01/30/2025

Late last year, the IRS announced various adjustments to retirement plan and annual gifting limitations for 2025. In our latest Chart of the Month blog, we give the rundown on the key highlights from their announcement – read it here: https://bit.ly/40SUsgi

On Wednesday, September 18th, the Federal Reserve announced that it would lower interest rates by 0.50%, marking the fir...
09/28/2024

On Wednesday, September 18th, the Federal Reserve announced that it would lower interest rates by 0.50%, marking the first reduction in interest rates by the Fed since 2020. In Impact Capital, LLC’s latest blog, we explore the trends in the markets that led to the Fed’s decision, the potential impact of cutting interest rates, and what we may expect next in terms of interest rate forecasts.

Learn more: https://bit.ly/47JPYui

In the latest installment of Impact Capital, LLC’s Three Market Themes quarterly research report, we focus on the top pe...
08/23/2024

In the latest installment of Impact Capital, LLC’s Three Market Themes quarterly research report, we focus on the top performing stocks in the S&P 500, whether their market performance may begin to stall, and what we can learn from falling inflation rates. Check it out here: https://bit.ly/3ANIyK0

The typical investor’s biggest problem tends to be a lack of patience. But the key to successful investing is taking ste...
07/03/2024

The typical investor’s biggest problem tends to be a lack of patience. But the key to successful investing is taking steps towards steady growth and exercising patience over the long term.

Learn more by reading Impact Capital, LLC’s latest Chart of the Month blog: https://bit.ly/3zAooTc

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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