Capital Insight Partners, LLC

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Scottsdale, AZ
Capital Insight Partners, LLC

Global multi-asset class investment solutions for individuals and businesses. Registration with the SEC does not imply a certain level of skill or training. M.S.

Capital Insight Partners is a family office providing investment management services to high net worth families, corporate retirement plans, and select financial advisors. The firm serves clients with a broad range of financial planning needs including global multi-asset class portfolio management, legacy planning, charitable strategies, and risk management. As one of the largest Arizona-based ind

ependent investment managers, Capital Insight Partners helps clients across the country navigate changing markets and plan for life’s inevitable turns. Since 2008, our firm has developed a broad suite of services: providing retirement and estate planning, personalized investment management, and managing separately managed accounts. Disclosure:

Investment advisory services are offered through Capital Insight Partners, LLC an SEC-registered investment adviser. Certain appropriately licensed individuals are registered to offer securities through M.S. Howells & Co., Inc., a Registered Broker/Dealer, Member of FINRA and SIPC. Howells & Co and Capital Insight Partners, LLC are not affiliated. This site is published for residents of the United States only. Registered Representatives of M.S. Howells & Co. and Capital Insight Partners, LLC may only conduct business with residents of the states and jurisdictions they are properly registered. Not all the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither M.S. nor Capital Insight Partners, LLC provides legal or tax advice. Check the background of the investment firm on SEC’s https://adviserinfo.sec.gov/.

12/02/2025

Giving Tuesday started in 2012 as a refreshing counterpoint to the shopping madness of Black Friday and Cyber Monday. Initiated by the 92nd Street Y and the United Nations Foundation, this day is about celebrating global generosity. Most recently, in 2024, United States Citizens contributed over $3.5 Billion to causes, communities, and non-profits globally in need. The day falls on the Tuesday following Thanksgiving, and people worldwide come together to support causes close to their hearts. Beyond donating dollars, it’s about building community and reminding us of the genuine spirit of the holiday season: giving back. So, while the festive season is full of many delights, Giving Tuesday shines a light on the joy of giving.

11/27/2025

Freedom To Live An Inspired Life®. That is why we serve clients, to attend to the management of their wealth so they can pursue inspired lives. This Thanksgiving, we hope you have many wonderful moments to reflect on as you’ve traversed the pathways of life. Our team will be doing the same on Thanksgiving as our office is closed.

11/25/2025

Charitable giving is more than just a heartwarming gesture; it’s a powerful way to make a tangible impact in our global community. When we donate to causes we care about, we not only spread kindness and support to those in need but also invest in building a better world for everyone. And here’s a savvy bonus: charitable contributions can be a strategic tax planning tool! Individuals can often enjoy tax deductions by donating, which gives them a reduced taxable income. But remember to make your donations before December 31st in the year you want to realize the most benefit from a deduction. So, while you’re doing good for the world, you’re also smartly managing your finances. It’s a win-win: fostering a spirit of generosity while optimizing your tax strategy.

11/18/2025

The chart below shows how a hypothetical $100,000 investment in stocks would have been affected by missing the market's top-performing days over the 20-year period from January 1, 2000 to December 31, 2019. An individual who remained invested for the entire period would have accumulated $324,019, while an investor who missed ten of the top-performing days during that period would have accumulated $161,706.

11/13/2025

Investing 101: The Power of Compounding & Delayed Gratification

Ever heard of "Let your money work for you"? It's like planting and watching a seed grow into a mighty tree over time. The sooner you start investing, the more time your money has to multiply.

Picture this: splurging $1,600 month on a luxury sports car payment or saving for a $1,000,000 investment property. Instant gratification or long-term wealth? With disciplined saving and investing, you can turn dreams into reality.

For example, invest $1,600 upfront and $1,000 monthly. In about 10 years, at a 6% return, you could have a $265,000 down payment.

Ready to Dive into Investing? Here's Your Guide!
- Set goals: Define your objectives - retirement, vacation, or more.
- Research: Analyze investment choices to make informed decisions.
- Start small: Begin with a few investments and expand gradually.
- Diversify: Invest in various companies and industries to reduce risk.
- Stay informed: Monitor market trends to make savvy decisions.

Investing is a marathon, not a sprint. Prepare, learn, and enjoy the journey! Connect with Capital Insight Partners today to help you get started on your journey!

11/11/2025

Thank you to all our Veteran's.

11/04/2025

You may be familiar with the ability to roll unused funds from a 529 in to a Roth IRA for the beneficiary through the SECURE 2.0 Act. This article from Charles Schwab outlines some details and things to consider. Reach out to your relationship team to explore how this may impact you.

https://buff.ly/4848qge

10/23/2025

Caring for aging parents is something most of us will need to deal with at some point. Advance planning and thoughtful discussions can help this not be so overwhelming.

Start caring for your aging parents by talking with them about their needs and wishes if there comes a point where they need assistance. This subject may be met with some resistance because they are afraid to face it or because they resent your interference. In reality, it may wind up being multiple conversations.

Ask your parents if they are willing to share financial, legal and medical information with you. At the very minimum provide you with the names and contact information of their key professional advisors: financial advisor, accountant, attorney and doctors.
It would be prudent to have copies of durable power of attorney, healthcare power of attorney and living will.

At Capital Insight Partners, we value families. We help aging parents and children navigate this time in their lives.

“All investments involve risk, losses may exceed the amount of principal invested, and past
performance does not guarantee future results. This material is intended for informational purposes only and does not constitute specific legal, tax, or other professional advice.”

10/21/2025

5 things to keep in mind when investing:
1. Know your timeline
2. Consider your risk tolerance
3. Establish an appropriate asset allocation
4. Build a diversified portfolio
5. Review and rebalance

Your individualized asset allocation is one of the most important investing decisions you’ll make, let us help discover what that is for you!

We are here to help https://buff.ly/3niWbL0

10/17/2025

We kicked off the day with a refreshing outdoor yoga session, and it couldn’t have been a better way to start. With clear skies, fresh air, and a fantastic group of women, the morning felt equal parts grounding and energizing.

The session offered a chance to slow down, reset, and simply enjoy being present — something we all need a little more of. It was also a great reminder of the power of community and connection, even in the quietest moments.

We left feeling relaxed, recharged, and inspired. A big thank-you to everyone who joined us — we’re already looking forward to next time!

10/16/2025

The Benefits of Setting Up a Trust:

Trusts are a great estate planning tool and can have some useful benefits. Here are a few
reasons to consider setting one up, even if you already have a will.

Greater control and more efficiency: Trusts give you more control over how your assets are
distributed when you pass away because not only do you specify who your assets are
transferred to, but you also get to specify how those assets are disbursed. Also, trusts avoid
probate, which can be time-consuming, costly, and public. Trusts can help your assets transfer
to your beneficiaries much more smoothly, and they allow you to keep the details private.

Tax benefits and asset protection: Trusts can have considerable tax advantages, helping you
minimize estate, gift, and income taxes. In some cases, they can also protect assets from
creditors and lawsuits.

They can help in the case of illness or disability: While a will only goes into effect upon your
death, trusts can help if you are alive but unable to manage your assets. You can appoint a
successor trustee to make distributions, pay bills, or file tax returns on your behalf. This way,
your assets are protected even if you become incapacitated.

You’ll want to talk with your estate planning attorney about whether setting up a trust makes
sense for you, but the benefits above are a few reasons why we feel that’s probably a
discussion worth having.

10/14/2025

How do I ensure texts, email and calls are coming from Schwab? Read our latest blog post to learn more:

https://buff.ly/3TLXhuW

Address

7328 E Deer Valley Road, 105
Scottsdale, AZ

Website

https://cipinvest.com/

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