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Socrates once said that “wisdom outweighs wealth”. If he had been an investor, he might have said that long-term accumulation and preservation of wealth depends upon the successful application of wisdom. At Capitalist Investment Services, the personalized advice that we offer you is grounded in the wisdom and knowledge we have gained from three decades experiences helping our clients develop strategies to plan for their comfortable retirement, their children’s education, and their enduring legacy.

Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
10 professionals worth having on speed dial.
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Retirement & Longevity
The 2025 legislation has implications for businesses of all sizes.
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Business Ownership
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
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Markets and Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
How to determine if your business needs new tech.
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Business Ownership

When buying produce, consider the ‘clean fifteen’ versus the ‘dirty dozen’.

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Family & Lifestyle
Strategically sell company stock and achieve your personal wealth goals.
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Markets & Investing
How bunching your charitable donations can maximize tax savings.
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Estate & Giving

From moving to marriage, these major life events warrant a check-in.

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Estate & Giving

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