Your Golden Years: The Ultimate Retirement Checklist (Part 4)
May 20, 2026 | Written by Alex, Asi & Alyssa
This final installment of the Ultimate Retirement Checklist is all about the "Golden Years." Preserving what you have, remaining comfortable, taxes, gifting, charitable giving and estate planning all move up in priority during this stage...
“I never thought my dad would need so much of my time.”
May 13, 2026 | Written by Alex & Alyssa
When planning for long term care, the financial component of not being a burden on your loved ones is a priority for many...
Annual Yieldfest 2026:
Our take on the best yields available today
May 6, 2026 | Written by Alex
Every Spring, I sit down to update you on the best income oriented investment options for your portfolio...
Market Outlook: Will Energy Trip Global Markets?
April 29, 2026 | Featuring Asi
Our Chief Investment Officer, Asi De Silva, deep-dives into the markets and opportunities ahead in this Market Outlook video...
Full Retirement Years: The Ultimate REtirement Checklist (Part 3)
April 22, 2026 | Written by Alex, Asi & Alyssa
This third-installment of the Ultimate Retirement Checklist is all about the "full retirement" years which is normally between ages 65 and 70 but can certainly vary. In my experience, this is the most important planning stage because mistakes made here are very difficult to fix...
Reading Markets Through the Noise of War
April 15, 2026 | Written by Asi
Markets have moved from panic deleveraging to buying the dip once again. The S&P 500 is above where it was when the shooting started even as energy prices remain elevated...
What Money Arguments Are Really About
April 15, 2026 | Written by Alex & Alyssa
Money is consistently one of the biggest sources of friction in relationships. I see it with our clients all the time, sometimes out in the open and sometimes simmering beneath the surface...
The Tax Checklist Your CPA Might Not Send You
April 8, 2026 | Written by Alex & Alyssa
The top 10 tax mistakes or omissions that I frequently see every year...
Hidden Long Term Care Planning Issues
April 1, 2026 | Written by Alex & Alyssa
Long Term Care Insurance is one of the most misunderstood financial products out there. This newsletter is to help provide some clarity...
Early Retirement Years: The Ultimate Retirement Checklist (Part 2)
March 25, 2026 | Written by Alex, Asi & Alyssa
Your early retirement or transition years represent a major turning point in your life. Moving from the saving phase to the distribution phase is a significant financial shift...
"I Need to Have a Purpose and Feel Useful"
March 18, 2026 | Written by Alex & Alyssa
The real retirement struggle for many people centers around their identity and purpose, not just their finances. Simply put, we want to feel useful...
After Iran & Oil, The Bigger Market Risk May Be AI
March 11, 2026 | Written by Asi
The risks that matter most for long-term investors are not always the ones dominating headlines. Will AI create second-order pressures on labor income, demand, and ultimately market valuations?...
You Cannot Borrow for your Retirement
March 4, 2026 | Written by Alex & Alyssa
I frequently share this rather simple but powerful concept with my clients. It sounds simple. So many other goals feel right in the moment. In reality, prioritizing the wrong goal can be catastrophic for your plan...
Timeless (and Timely) Wisdom from Investing Giants
February 26, 2026 | Written by Alex & Alyssa
Some investing principles are timeless and serve as a timely reminder today. When markets are turbulent and uncertainty rises (what’s new!), I find it helpful to remind myself that we’ve been here before...
The True Cost of House Renovations
February 18, 2026 | Written by Alex & Alyssa
Renovations can truly be a major wild card in your financial plan. Here are some key considerations for you to keep in mind when you contemplate a major house reno...
Pre-Retirement Years: The Ultimate Retirement Checklist (Part 1)
February 11, 2026 | Written by Alex, Asi & Alyssa
Over the next few months, we will feature each “chapter” of our Ultimate Retirement Checklist. And today’s feature will be all about the Pre-Retirement phase which is generally in your mid-50s...
When Working Longer Means Paying More in Taxes
JANUARY 28, 2026 | Written by Alex & Alyssa
Here are some tax or financial reasons why working beyond a certain point may not be as beneficial as you might think...
Preparing for the Next Market Shock
January 21, 2026 | Written by Alex & Alyssa
With high market valuations, growing geopolitical concerns and elevated investor expectations, the next market shock is just around the corner...
Markets Are Shrugging Off Headline Risks
JANUARY 14, 2026 | Written by ASI
There’s been a deluge of headlines from the current administration that would in years past have spooked markets. We are no longer reacting to the constant stream of threats, demand and executive orders...
Key Numbers That Shape Your 2026 Financial Plan
January 7, 2026 | Written by Alex & Alyssa
It’s a brand-new year and there are multiple things you can do to start it on the right foot...
Moments & Milestones from 2025
December 30, 2025 | Written by Alex
As we finalize the year, I wanted to share a few milestones for our firm and our team...
How Lifestyle Creep Slowly Kills Financial Freedom
December 24, 2025 | Written by Alex & Alyssa
The issue we are about to discuss can severely impact not only your happiness in retirement, but your entire lifestyle...
Will Rising Capex Drive Big-Tech Share Prices?
December 17, 2025 | Written by Asi
In recent weeks, the volatility in Big Tech has highlighted a core tension in today’s market. Large scale capital investment may be fueling growth, but is it creating value?...
Feeling Behind on Retirement? Some Practical Catch-Up Ideas
December 17, 2025 | Written by Alex & Alyssa
I often find that the 5 to 7 years before retirement are the most critical for someone’s plan. Making mistakes at this stage can have drastic consequences...
"Divorce Well & Thrive" | Conversation with CSF Client Liz Goll Lerner
December 10, 2025 | With Alex & Liz
Think divorce has to be a disaster? Think again. I recently had a fascinating conversation with life coach, psychotherapist, author and Capital Squared Financial (CSF) client Liz Goll Lerner...
"Comfortable Being uncomfortable" | Conversation with CSF Client Steve O.
December 3, 2025 | With Alex & Steve
In this "Client Spotlight” recording, we explore why one of our clients, Steve O., decided to launch a successful consulting firm after a 38-year career in housing...
6 Questions to Ask Before Choosing Your 2026 Health Coverage
November 19, 2025 | Written By Alex & Alyssa
For 2026 coverage, a simple auto-renewal could have significant and costly consequences. Today I’d like to discuss this timely topic to help you as you navigate your healthcare open enrollment options...
Shifting Gears: From Accumulation to Spending Stage
November 12, 2025 | Written by Alex & Alyssa
You successfully navigated the decades-long journey of saving, investing and growing your retirement nest egg. But as you step into retirement, you face a new and often surprising challenge: the transition from the accumulation to the spending stage of your life...
What Can You Do with Your RMD?
November 5, 2025 | Written By Alex & Alyssa
For those of you over the age of 73, the question of what to do with your required minimum distribution, or RMD, usually comes up around this time of year...