Planning for your family's future is an essential part of managing your wealth. Estate Planning helps ensure that your legacy is protected in the event of your death or incapacity. In this webinar, ACap’s Matt Crisafulli and Armine Bazikyan of Bazikyan Law Group discuss what is included in an estate plan, the process behind setting up an estate plan, and how an estate plan can help you achieve your long term planning goals.

Financial markets and tax rules are changing constantly so staying current on such changes is critical to providing value for our clients. As a result, I recently attended a tax and financial planning conference in Las Vegas, NV by the American Institute of Certified Public Accountants (AICPA), which is the largest association representing the accounting profession. With over 4,000 attendees and over 100 individual sessions, there was no shortage of things to learn. As an added bonus, I heard several keynote speeches from notable leaders such as: Charles Rettig, Commissioner of the IRS; Simon Sinek, Optimist and Author; and NFL legend John Elway. Here are some key takeaways I gleaned from the conference.

In each episode of the ACap ReCap, we go beyond the blog to answer your financial questions. Ara & Matt explain the key differences between a Roth IRA and Traditional IRA, and how they can benefit you.

With the stock market hitting all time highs each day, investors are wondering if a recession is imminent. Some predict a recession is going to happen in 2020 while others think a recession will occur before year-end 2019. First, let’s define what a recession is and what it is not. By definition, a recession is two consecutive quarters of negative GDP (Gross Domestic Product). A recession is not a sharp decline in the stock market or consecutive months of negative returns in the stock market. The stock market is only one of many leading economic indicators. So how can we spot the next recession before it happens and protect our portfolios? The short answer is you cannot predict the market or the economy, but you can monitor key economic indicators to see where we are in the business cycle. The business cycle is the natural progression of the economy and consists of four phases: expansion, peak, recession, and recovery. Knowing where we are in the business cycle helps us make informed investment and business decisions. Below are explanations of each phase in the cycle in their order of occurrence.  

Do you own or want to own rental real estate? Are you taking advantage of the recent tax reform to minimize your tax liability?

We want to highlight the talented professionals who make up the ACap team, who all care about your financial health and provide the high-quality, responsive service we are known for.

In each episode of the ACap ReCap, we go beyond the blog to answer your financial questions. Ara & Matt explain the basics and differences in 401k account types, including the growth opportunities of contributing.

For Financial Literacy Month, we're sharing 30 tips to keep you financially healthy. Read the full list below.

In each episode of ACap ReCap, we go beyond the blog to answer your financial questions. Ara & Matt discuss why it may be better to pay than receive a tax refund.