Thoughtful service and tailored strategies, with your needs at the center

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 how six major life events can impact your federal return..
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Tax Planning
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing

Raymond James CIO Larry Adam reinforces that while volatility is never comfortable, it's an inherent part of the market's fabric.

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Markets & 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
Understand the differences between giving vehicles.
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Estate & Giving
Thoughtful, proactive planning can help high-earning taxpayers reduce their net investment income tax and additional Medicare tax bills.
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Tax Planning
Preserving your property across generations takes thoughtful planning and open communication.
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Estate & Giving
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
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Markets & Investing
As daily headlines drive volatility, the market has avoided overreacting thus far.
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Markets & Investing
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

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Capitalist Investment Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

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