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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
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Pullbacks, Corrections, and Bear Markets
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Debt Stress
There’s a link between debt and stress.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
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Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement 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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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Retirement Redefined
Around the country, attitudes about retirement are shifting.