Capstone Wealth Advisors

Capstone Wealth Advisors Capstone Wealth Advisors is an independent wealth management firm with offices in Salem, Oregon and Tacoma, Washington.

Founded in 2012, Capstone Wealth Advisors, LLC, is an independent wealth advisory practice created for one purpose: To provide uncompromised advice while serving the interests of our clients and their families. We are fully invested in our clients and strive to help them plan for a financial future in a way that best meets their family’s goals. Whether you are planning for retirement, trying to pr

eserve your wealth or building an effective retirement plan for your small business, we will provide advice tailored to your specific needs.

A small reminder as the end of the year approaches and we enter the holiday season...While this is a time of togethernes...
11/21/2024

A small reminder as the end of the year approaches and we enter the holiday season...

While this is a time of togetherness and celebration for many, it can also be a challenging time for others. Many individuals and families are facing hardships, and your donation could make a real difference in their lives. If you’re in a position to give, consider supporting local charities or causes close to your heart. Not only will your generosity help those in need, but charitable donations can also be deducted from your federal tax return.

It’s a wonderful way to do good in your community while benefiting from a tax break. Together, we can spread kindness and make a meaningful impact.

💗October is Breast Cancer Awareness Month! Join us in spreading awareness and hope.🔍 Did you know that each year, about ...
10/16/2024

💗October is Breast Cancer Awareness Month! Join us in spreading awareness and hope.

🔍 Did you know that each year, about 300k women are diagnosed? Early detection through mammograms is crucial.

💪 With 4 million survivors in the US, we’re reminded that support and awareness make a difference.

🧬 Understanding hereditary risks is vital—1 in 8 women will face a diagnosis, but thanks to new treatments, survival odds have reached 90%!

Together, we can make a difference. Share this to spread awareness!

“Stocks climb a wall of worry,” goes the Wall Street maxim.And so far this October, there are plenty of things to worry ...
10/09/2024

“Stocks climb a wall of worry,” goes the Wall Street maxim.

And so far this October, there are plenty of things to worry about.

Here’s a quick summary.

Middle East: When tensions escalate in the Middle East, the financial markets tend to get unsettled. Attention quickly moves to economic issues, including oil prices and other potential disruptions.

October itself: While October historically has been a strong month for stocks, it’s also known for its volatility. Think of market troubles in 1987 and 2008.

Fed’s next move: Without a Fed meeting this month, expect much discussion about whether the Fed will adjust rates again at its next scheduled two-day meeting in November.

Election: The 2024 election has entered its final weeks. While most attention is given to the presidency, many other issues are on ballots across the nation.

(Fortunately, we can remove the East Coast port strike from the list of things to worry about. But be prepared to see news on “how long it will take to resume normal operations” after the brief strike.)

With so much undecided–and so many open issues–it can be easy to get distracted. But remember, Wall Street sayings come from investors' experiences over the years, which means worrying is part of the investing process from time to time.

If one of the things mentioned above is turning you into a worrywart, call us, and let’s talk about it. As always, we are here for you at Capstone.

401(k) millionaires share their secrets of success. Spoiler alert:🚨🗣️ It’s all the investing ideas we’ve been talking ab...
09/09/2024

401(k) millionaires share their secrets of success. Spoiler alert:🚨🗣️ It’s all the investing ideas we’ve been talking about for years!

🍂🏈 September is here, and so are fall sports! The NFL kicks off tonight with the Chiefs vs. the Ravens. Who’s your team ...
09/05/2024

🍂🏈 September is here, and so are fall sports! The NFL kicks off tonight with the Chiefs vs. the Ravens.

Who’s your team for the win? Let’s hear it! 👇🏼
❤️❤️❤️ or 💜💜💜

September is here, with new things to consider.This month reminds us that it may be time to talk to your financial profe...
09/03/2024

September is here, with new things to consider.

This month reminds us that it may be time to talk to your financial professional about life insurance. Whether you need to update your policy or find a new one, take this opportunity to learn more about life.

Several factors affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. Any guarantees associated with a policy are dependent on the ability of the issuing insurance company to continue making claim payments.

🤯 Is your mind blown by Artificial Intelligence? If you answered ‘yes,’ you might wonder how big the AI market might be ...
08/29/2024

🤯 Is your mind blown by Artificial Intelligence?

If you answered ‘yes,’ you might wonder how big the AI market might be in 2030 or beyond.

🤖 Artificial Intelligence might eventually touch every facet of our lives, including business, healthcare, and personal digital assistants. It is already used for everything from sophisticated data analytics to a little ‘extra help’ on your kid’s latest term paper.

🏗️ Here’s something you should know: the AI market is far more than a handful of competing software applications. 🧑‍🔧 Behind every prompt is a forest of industries: chip designers, cloud data centers, high-precision manufacturing, data providers, electrical infrastructure, human-powered sales and service, and much more.

🔮 So, how does this translate to the potential size of the overall market? If current trends hold, what could the AI market look like in 2030? Nobody knows… yet!

🤔 Remember, the AI market forecast is based on assumptions, subject to revision without notice, and may not materialize.

Surprise! It’s August... again.August has a more unsettling side for investors. It’s a month known for surprises—and not...
08/27/2024

Surprise! It’s August... again.

August has a more unsettling side for investors. It’s a month known for surprises—and not in a good way! In the past 44 years, investors have managed through seven exogenous shocks in August. Some have been worse than others, but you get the idea.

Here are my key observations From The 2024 Retirement Confidence Survey..🤔 Confidence levels have not fully rebounded fr...
08/19/2024

Here are my key observations From The 2024 Retirement Confidence Survey..

🤔 Confidence levels have not fully rebounded from 2023, but most remain optimistic about retirement

🏡 Boomers and Millennials report higher confidence in having enough money to live comfortably throughout retirement

🎈 Inflation remains a top concern

🚑 Most retirees believe they have enough savings to handle an emergency expense

🎁 Nearly 4 in 5 retirees say they can spend money how they want within reason…

🥳 … and 3 in 10 believe their overall lifestyle in retirement is better than expected.

All information from the ebri.org, April 25, 2024

When the market moves, emotions can run high. 📈Investors know the stock market moves in cycles, and periods of volatilit...
08/12/2024

When the market moves, emotions can run high. 📈
Investors know the stock market moves in cycles, and periods of volatility are normal and expected. As Warren Buffet perfectly captured, this quote is a good reminder to step away from the market’s day-to-day moves and focus on your goals, time horizon, and risk tolerance.

🌟 August is the month to ponder our legacy! 🌟 Reflect on your past and your future goals to consider what you will be le...
08/01/2024

🌟 August is the month to ponder our legacy! 🌟

Reflect on your past and your future goals to consider what you will be leaving behind for future generations. As we reflect on our lives, let’s remember that our legacy isn’t just about money or possessions—it’s about the impact we make on the lives of others.

Take a moment today to think about the positive mark you want to leave on this world. 💫

As a client with Capstone Wealth Advisors, you will always have around the clock access to view your accounts & more wit...
07/01/2024

As a client with Capstone Wealth Advisors, you will always have around the clock access to view your accounts & more with our Capstone Client Portal.

You can access the portal by going to our website, capstonewealthadvisors.com and selecting the Client Portal button on the top of the screen OR by simply downloading the app on your IOS/Android!

As always, send us a message directly or call into the office at 503-967-1980 for any additional questions or guidance.

Address

388 State St, Suite 700
Salem, OR

Opening Hours

Monday 7:30am - 4pm
Tuesday 7:30am - 4pm
Wednesday 7:30am - 4pm
Thursday 7:30am - 4pm
Friday 7:30am - 4pm

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