Welcome to Capital Analysts of Jacksonville
There is much more to a client relationship than financial transactions. It requires mutual trust and respect. It requires an advisor with a deep understanding of your vision and values, someone you can trust to coordinate the many complexities of life. It requires objectivity and an un-biased approach to solving problems – and someone who is always focused on helping you achieve your financial goals.
At Capital Analysts of Jacksonville, our clients come first. It’s our guiding principle as our advisors help clients make informed financial decisions that are right for them, their families, their businesses, and their life goals.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
These food myths will really put a drain on your wallet.
The federal government requires deceased individuals to file a final income tax return.
It may help your business be better prepared in the event of the death of a principal or key employee.
Lifestyle considerations in creating your retirement portfolio.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your capital gains tax.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
A special needs trust helps care for a special needs child when you’re gone.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
If you died, what would happen to your email archives, social profiles and online accounts?
$1 million in a diversified portfolio could help finance part of your retirement.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”