SERVING INDIVIDUALS
The Capital Group can help take some of the mystery out of preparing for your financial future.
MEET OUR TEAM
The Capital Group is a full service wealth management and financial services firm located in Madison, WI.
INVESTMENT STRATEGY
Let us provide you with the guidance that can help you understand and better define your financial goals.
Helpful Content
U.S. Personal Savings Rate
What can be learned from the savings rate?
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
View all articles 
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
View all calculators
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
View all presentations
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.