Wealth Strategies | Capital Group

  • About Our Firm
  • What Sets Us Apart
  • Wealth Planning
  • Latest Perspectives
  • Contact Us

WEALTH STRATEGIES
Preparing for a Market Correction – Regardless of When It Might Occur 

Positioning your portfolio to endure stock market pullbacks is an essential part of the portfolio construction process.

WEALTH STRATEGIES
Global Flexibility is Important in Constructing Equity Portfolios

Adhering to strict geographical lines could constrain investment opportunities.

WEALTH STRATEGIES 
How Potential Tax Reform Could Impact High Net Worth Investors

The Trump administration and GOP leaders have released the framework for proposed tax reform legislation. Here’s a look at what we know so far.

WEALTH STRATEGIES
Planning Around Increasingly Complex Executive Compensation Packages

Two members of our Client Solutions Group detail their research on how executives could view equity compensation in the latest issue of Investment & Monitor magazine.

WEALTH STRATEGIES
New Approach for Maximizing Stock Options

For executives with stock options and other forms of equity compensation, here’s an approach to help maximize their value.

WEALTH STRATEGIES
Why You May Want to Make Charitable Contributions for 2017 Sooner Rather Than Later

While it’s unknown whether legislation will get passed this year, taking advantage of current rates now could work to your advantage.

WEALTH STRATEGIES
The Art of Selling Your Business to Fund the Life of Your Dreams

Remember that the ultimate goal of a sale is to comfortably fund the next stage of your life.

WEALTH STRATEGIES
Why Too Much of a Good Thing Can Increase Portfolio Risk

If a single stock makes up a large amount of your portfolio, adding more diversification could be a prudent approach.

WEALTH STRATEGIES
Year-End Tax Moves for High-Net-Worth Investors to Consider Following Trump’s Victory

Given that tax reform is likely to be a top priority for 2017, here are some important considerations to discuss now with your tax advisor.

WEALTH STRATEGIES
It’s an Unusually Opportune Time to Consider Transferring Wealth

Current low interest rates and the threat of new regulations boost the timeliness of certain wealth transfer strategies.

WEALTH STRATEGIES
Trying to Time Stock Market Investments Can Be a Costly Endeavor

Avoid the urge to time the market because history shows that staying put and systematically adding to your holdings is a better strategy.

WEALTH STRATEGIES
Optimizing Charitable Giving

A leading industry publication features strategies for optimizing charitable giving opportunities from Michelle J. Black, head of the Capital Group Private Client Services Wealth Advisory Group.

WEALTH STRATEGIES
Strategies Every Entrepreneur Needs to Know Before Selling a Business

Selling a company is complex and entails a variety of decisions. Here are eight steps that can benefit those contemplating a business sale.

WEALTH STRATEGIES
2016 Wealth Planning Reference Guide

To help with your overall tax and investment planning for the months ahead, we’ve prepared a handy guide that you can download and keep on your desk throughout the year.

WEALTH STRATEGIES
Investing in Your Passions

Investing in art, wine and other hobbies is referred to as passion investing. It has become increasingly popular over the years. Here's how to view this as part of an overall portfolio.

WEALTH STRATEGIES
Strategies for more-effective year-end giving

The end of the year is a common time for charitable giving. When thoughtfully planned, such contributions can also help to significantly lower one’s tax bill.

WEALTH STRATEGIES
Finding the Financial Sweet Spot for Long-Term Care Insurance

When considering whether to purchase long-term care insurance, it’s essential to use a solutions-based approach to improve the probability of meeting financial objectives.

 

WEALTH STRATEGIES
Rebalancing Your Portfolio

Determining the right mix of investments in a portfolio is arguably the single-most important decision an investor can make.

WEALTH STRATEGIES
Navigating the Financial Uncertainties of Divorce

No one wants to plan for divorce, but it can happen to anyone. Our goal is to empower clients in the midst of divorce with planning and support to secure financial future.