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Tag: wealth manager near me

Client First Capital 1-Year Anniversay
April 18, 2020in Charitable Giving, Estate Planning, Family Wealth Planning, Investments, Risk Planning, Taxes0by Client First Capital

Client First Capital 1-Year Anniversay

Wow that went by fast.  First, I want to say thank you to all my clients.  We have been extremely blessed and continue to grow; thank you for your trust…

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Houston we have 3 problems…this is bad
April 4, 2020in Estate Planning, Family Wealth Planning, Investments, Taxes0by Client First Capital

Houston we have 3 problems…this is bad

The three key risks to the economy and markets, outlined in the chart above, still remain the same. We are continuing to monitor the landscape but fundamentals haven’t significantly improved…

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$2.2T dollars of Stimulus, Estate Planning and Taxes
March 28, 2020in Estate Planning, Investments, Taxes0by Client First Capital

$2.2T dollars of Stimulus, Estate Planning and Taxes

We are about 35 days post market highs and we are now seeing the first wave of unemployment numbers. That said, all pension funds, mutual funds and target date funds…

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My Journey to Becoming a Wealth Manager and Starting My Own Firm
February 14, 2020in Charitable Giving, Estate Planning, Family Wealth Planning, Investments, Risk Planning, Taxes5by Client First Capital

My Journey to Becoming a Wealth Manager and Starting My Own Firm

By Amar Shah, CFA, CFP® Some people know exactly what they want to do for the rest of their lives. They get the right qualifications and then enjoy a career…

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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.
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