Dedicated to bringing our registered representatives, advisors and their clients comprehensive financial planning strategies along with investment advisory and brokerage services.

helpful articles

Welcome to our research center! We’ve put together a library of information on important financial topics that we believe you’ll find helpful.

Simply click on one of the general financial topics below and you’ll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

estates & trusts

Estate Planning

You’re ready to tackle estate planning, but you’re not sure what “equipment” you need. Flounder no more. Here are nine essential estate-planning tools, along with details about what they do and why you need them.

Estate Tax: Definition, Tax Rates and Who Pays in 2020

In 2019, 13 states and the District of Columbia have an estate tax. And to boot, six have an inheritance tax.

tax planning

Capital Gain Tax

Capital gains are profits realized from the sale of assets; a tax is triggered only when an asset is sold, not held.

2019-2020 Tax Brackets and Federal Income Tax Rates

There are seven federal income tax brackets. Here’s what they are, how they work and how they affect you.

cash management

Cash Management Basics

A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.

10 Ways to Get Out of Debt

It’s amazing that it’s so easy (and often fun) to get into debt, but painfully difficult to get back out. It can take just a few months to create tens of thousands of dollars in debt, but sometimes decades to pay it off.

have you read this yet?

Form CRS – CoreCap Investments

have you read this yet?

Form CRS – CoreCap Advisors

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