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Monday 6:30am - 4pm Tuesday 6:30am - 5pm Wednesday 6:30am - 5pm Thursday 6:30am - 5pm Friday 6:30am - 5pm

Alamo Capital

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Established in 1987, Alamo Capital is a Full-Service Investment Firm located in Walnut Creek, CA

Established in 1987, Alamo Capital is a Broker-Dealer located in Walnut Creek, California. With over 33 years of specializing in tax-exempt investments, our aim is to provide timely and efficient executions of investment transactions for our retail, institutional and wholesale clientele. As a full service investment firm clients have access to fixed income investments, retirement planning and all aspects of insurance with the help of our account representatives with a “CAN-DO” attitude. Alamo Capital is certified with the NWBOC (National Women Business Owners Corporation), the SBE (Small Business Enterprise) and BBB Rated A+.

11/05/2026

Find a withdrawal rate that better fits your retirement—with a worksheet to help conceptualize your choices.

11/05/2026

Medicare is the tip of the iceberg. 🧊

More than half of people nearing retirement expect Medicare to cover all their healthcare costs.

The reality? A 65-year-old retiring in 2026 could spend $185,500 on healthcare in retirement.

For a couple: $371,000.

And that’s before long-term care.

The costs you don’t see can sink a retirement strategy.

💬 That's the kind of number worth bringing into a conversation with your financial professional long before retirement starts.

11/03/2026

Adjustable-rate loan costs are jumping for some, and everything from property taxes to insurance is getting more expensive

11/03/2026

One investment gained 270 percent in the first five months of 2026. Two months later, it gave back 67 percent. 😳

Why do smart people chase numbers like that? Psychologist Daniel Kahneman said it best: "Stories trump statistics." 🧠

A hot streak always comes with a story. The story is what sells. The math is what stings.

Riches to rags is an old pattern, and so is the reverse. When a return looks too good to be true, give the story the same scrutiny you'd give the number.

If a market headline has your attention, run it past us before it runs your portfolio. 💬

10/31/2026

What the history of the Eiffel Tower can teach business owners about the cost of needing external recognition.

10/31/2026

Not every monster wears a costume this month. Some show up as a text pretending to be your bank. 👻

Three cybersecurity myths worth burying this October:

🎃 "Some of my accounts are too small to bother with." False. Most attacks aren’t personal. Automated bots test thousands of accounts at a time, looking for a weak spot.

🎃 "Only older adults fall for scams." Absolutely false. FTC data has consistently shown adults in their 20s are reporting fraud, too.

🎃 "I'd know a phishing email if I saw one." Maybe once. AI-generated phishing has erased the classic tells: broken grammar, misspellings, and awkward phrasing.

This time of year, it's worth taking a moment to look past the obvious scares and pay attention to the sneakier ones, too.

10/29/2026

Nationwide's 2026 study surfaced three key lessons from parents:

🎯 Not starting early enough.
More than 25 percent of recent retirees wish they had started sooner. Fifteen years of compounding early in a career can make a HUGE difference.

🎯 Not raising the contribution rate as your income grows.
Thirteen percent of recent retirees wish they had contributed more to their savings each year.

🎯 Claiming Social Security at 62.
More than a third of boomers plan to claim benefits the moment they become eligible, even though doing so cuts the monthly benefit by 25 to 30 percent for life.

According to the SSA, waiting past full retirement age adds 8 percent per year, up to age 70.

Across the research, three things seem to matter most:

1️⃣ Starting early
2️⃣ Getting an outside perspective rather than relying on instinct alone
3️⃣ Treating retirement as something that unfolds over decades rather than a single date on the calendar

10/29/2026

One moonshot-taking billionaire had surprisingly conservative investment advice for the masses—stick to index funds.

10/27/2026

For many years, financial pundits described cryptocurrencies as a risky, boom-and-bust fad. But the general public didn’t always listen, and nowadays it’s not unusual for crypto to come up in conversations about retirement accounts, down payments, and long-term plans.

10/26/2026

How many years before you are ready to be “retired”?

It’s one of the most important numbers yet.

TIAA's 2026 longevity literacy research found that workers who expect a shorter retirement save less consistently than those who expect a longer one.

That makes sense, but it also means the people who assume their retirement will be short are the same ones who may be building portfolios with shorter time horizons.

Once someone has already reached 65, the numbers shift.

According to Social Security Administration data:

📌 A 65-year-old man has roughly a 24 percent chance of living past 90

📌 A 65-year-old woman's chances are higher, closer to 35 percent

📌 For a 65-year-old married couple, there is about a 50 percent chance that at least one spouse lives past 90

The practical implication is not "assume you will live to 100."

It’s that a retirement income strategy built around the “average lifespan” often assumes a person will die on schedule. Most people do not.

If retirement is on your horizon, the question to ask is, "What happens to my income strategy if I live to 95?"

Address

201 N Civic Drive, Ste 180
Walnut Creek, CA
94596

Opening Hours

Monday	6:30am - 4pm
Tuesday	6:30am - 5pm
Wednesday	6:30am - 5pm
Thursday	6:30am - 5pm
Friday	6:30am - 5pm

Website

http://www.alamocapital.com/

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