Reset All Filters
Setting your team up for success in retirement
Offering a retirement plan to employees benefits both you and them.
Business Ownership
Ensure peace of mind with an heir preparation packet
Help your loved ones navigate a difficult time with a comprehensive guide when it’s needed most.
Estate & Giving
Read
Read
Generous estate and gift tax exemptions may end soon
Now’s the time to review your estate and gifting plans.
Estate & Giving
April showered with tariff talk, market volatility
4/30/2025
Expect uncertainty to continue in the near term.
Markets & Investing
Asset-based long-term care solutions: A more flexible option
As we’re living longer, asset-based long-term care insurance can help you live your best life well into retirement.
Retirement & Longevity
Read
Succession planning: Dos and Don’ts
Every entrepreneur should have a succession plan, even early-stage founders. Here are some dos and don’ts of succession planning in this phase.
Business Ownership
Read
Social security survivor benefits: 6 things to remember
Understanding how social security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.
Retirement & Longevity
Read
Tax-advantaged accounts: A powerful addition to your financial plan
The benefits of tax-efficient wealth management.
Tax Planning
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
Supercharge your retirement savings with the ‘super catch-up’ contribution
This significant change could boost your retirement savings as you approach retirement.
Retirement & Longevity
Tariffs, policy uncertainty weighs on economic, investing outlooks
4/21/2025
Chief Investment Officer Larry Adam notes with volatility on the rise, maintaining a long-term view is key.
Markets & Investing

A breadth of services to serve a variety of needs

Connect with us

Securities offered through Capitol Securities Management, Inc., member FINRA / SIPC.

For important regulatory disclosures please click here. 

Please click here for the Capitol Securities Management Form CRS (Customer Relationship Summary)

This material is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate. The information and data presented on this website are from sources believed to be reliable. Their accuracy and completeness is not guaranteed and the giving of the same is not deemed a solicitation on our part with respect to the purchase or sale of any securities.

Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Capitol Securities Management is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Capitol Securities Management is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.