Capital Conversations

<p>As the year winds down, it's natural to start looking ahead—and your finances deserve just as much attention as your holiday plans. With tax season around the corner, making a few smart moves now can mean valuable...

<p>With elections just around the corner, it's natural for people to feel uneasy about how the results might affect their financial future. Pundits on both sides of the aisle are quick to raise alarms about how the...

<p></p><p>At some point, everyone needs to understand how much money they'll need to achieve their retirement goals. In this episode of Capital Conversations, CERTIFIED FINANCIAL PLANNER™ Professional Colin Day and...

<p>At Correct Capital Wealth Management, we believe that building strong client relationships starts with the right people. In this episode of Capital Conversations, we’re thrilled to introduce Jordan Korte, our new...

<p>In addition to taxes (and, unfortunately, death), one constant for people nearing or in retirement is required minimum distributions (RMDs). Recent legislative changes from the SECURE Acts affect both the age at...

<p>Starting with a new financial advisor can be complicated, but it doesn't have to be. Whether you're preparing for retirement, managing investments, or simply seeking advice on your financial future, having a trusted...

<p>Whether you're a seasoned investor or just starting out, there's always a chance you're not taking certain aspects of your financial planning into account without the aid of an experienced, fiduciary financial...

<p>In this episode of Capital Conversations, CFO and Founder Brian Pultman and portfolio manager Ryan Potts take a look back at the first half of the year, followed by a look ahead as a gauge for clients’ financial...

<p>As the year winds down, it's natural to start looking ahead—and your finances deserve just as much attention as your holiday plans. With tax season around the corner, making a few smart moves now can mean valuable...

<p>It’s easy to feel overwhelmed when thinking about retirement options, especially with so many investment choices available. One such choice is target date funds, which are often misunderstood despite being a common...

<p> </p> <p>As the saying goes, you shouldn’t put all your eggs in one basket. You shouldn’t put all of your investments in one place either. Diversification involves spreading your investments across various assets to...

<p>It seems like professionals in every industry are looking into ways that new AI technology can help improve their businesses. While AI hasn’t turned against humankind yet (as far as we know), it’s still too early to...

<p>Active and passive investment strategies are often seen as opposites, and everyone from experienced investors to those just entering the market likely have an opinion on which is best.</p> <p>In this episode of...

<p>The concept of tax diversification might not be the first topic that springs to mind when planning for retirement, but it can have a profound impact on your ability to live out your golden years as you want. While...

<p>As financial advisors, our goal is to help our clients live a financially healthy and fruitful life through smart financial planning and investment advice. A time-tested strategy many investors use is called the...