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The Capital Group can help take some of the mystery out of preparing for your financial future.
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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
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
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Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Doubling Your Money
This calculator demonstrates the power of compound interest.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.