Skip to content
Client First Capital LLC
  • About Us
  • Our Services
    • Services Overview
    • Advice Only
    • Wealth Management
    • Family Office & Trustee Services
  • Our Approach
    • An Integrated Approach
    • Investments
    • Taxes
    • Risk Planning
    • Estate Planning
  • Insights
    • Articles & Updates
    • Video Library
  • Contact Us
  • Client Login

Tag: wealth management

For Better or Worse
May 30, 2020in Investments, Taxes0by Client First Capital

For Better or Worse

Key takeaways: Long term results come from a discipline processTotal return = Change in Price + IncomeTrade is becoming even more important Increasingly taxes on primary residence is becoming a planning…

Read more
The Beginning of Unemployment
April 11, 2020in Charitable Giving, Estate Planning, Investments, Taxes0by Client First Capital

The Beginning of Unemployment

Since March 23rd, the S&P500 is up 27% when unemployment grew by 17 million in March. An example of how the stock market & the economy are different.

Read more
Search Insights
Search for:
Recent posts
Essential Tips for planning a Multigenerational Vacation

Essential Tips for planning a Multigenerational Vacation

April 8, 2021
How to Spend Bitcoin and Other Cryptocurrency

How to Spend Bitcoin and Other Cryptocurrency

March 31, 2021
Budgeting for Retirement

Budgeting for Retirement

March 28, 2021
The American Rescue Plan Act of 2021: What you need to Know!

The American Rescue Plan Act of 2021: What you need…

March 23, 2021
Do Individuals in retirement need an estate plan?

Do Individuals in retirement need an estate plan?

March 19, 2021
Categories
  • Charitable Giving (5)
  • Estate Planning (11)
  • Family Wealth Planning (16)
  • Investments (26)
  • Risk Planning (17)
  • Taxes (23)
Posts by Month
Tags
401k annual exemption bitcoin bitcoins covid-19 crypto economy estate planning in san diego faqs financial advisor financial advisor in san diego financial planning GDP gift taxes income tax stategies inflation junk bonds liquidity Net Unrealized Appreciation (NUA) pensions retirement retirement planning risk tolerance small business stimulus Stress test taxes during retirement taxes on investments taxes under biden tax impact from biden administration tax impact under biden tax planning trading in crypocurrency trading in crypto understanding bitcoin understanding cryptocurrency unemployment unemployment rate video wealth management wealth manager wealth manager near me wealth manager new york wealth manager San Diego what do I do with my 401k
Client First Capital LLC
(c)2021 Client First Capital. All rights reserved.
Client First Capital, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Client First Capital, LLC and its representatives are properly licensed or exempt from licensure. This websiteis solely for informational purposes. Past performance is no guarantee of future returns. Investing involves riskand possible loss of principal capital. No advice may be rendered by Client First Capital, LLC unless a client service agreement is in place.
  • Home
  • About Our Firm
  • Our Services
  • Advice Only
  • Family Office & Trustee Services
  • Wealth Management
  • Our Approach
  • Estate Planning
  • Investments
  • Risk Planning
  • Taxes
  • Media and Resources
  • News & Insights
  • Contact Us
  • Client Login
  • Privacy Policy
  • Form ADV Part 2A
  • Form ADV Part 2B
  • Form CRS