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
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
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Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.