Skip to main content

  Client Login

301-581-4108 Request an Appointment

  • About Us 
    • About CAWM
    • Our Philosophy
    • Our Ideal Clients
    • Our Advisors
    • Giving Back
  • Solutions 
    • Financial Planning
    • Investment Management
    • Estate Planning
  • Resources  
    • Mitch’s Insights
  • Contact

 

Mitch's Insights


 
 
 

    You are here

  1. Home
  2. Mitch’s Insights

Mitch’s Insights

Mitch’s Insights

Insights into the world of wealth management and personal finance.

4 ways to help you reduce your wealth

Submitted by CA | Wealth Management on February 7th, 2017

If you want to become an acknowledged Saint, it is best if you start by giving away all your money. If this prospect sounds too daunting, the following are four efficient suggestions for reducing your wealth. The first two may only lose most of it but the final two will make it all disappear.

  • Read more

Investors: What can you learn from Starbucks?

Submitted by CA | Wealth Management on February 7th, 2017

I cringe whenever I hear someone say that they’re, “playing the stock market.” The stock market is not a competitive game, with winners and losers. Instead, it offers the potential for every investor with a globally diversified portfolio and a long-term perspective to win. Here’s why:
 

  • Read more

Saving Investors from Themselves

Submitted by CA | Wealth Management on February 7th, 2017

I was once asked, at a journalism conference, how I defined my job. I said: My job is to write the exact same thing between 50 and 100 times a year in such a way that neither my editors nor my readers will ever think I am repeating myself.

  • Read more

How to handle retiring with Debt?

Submitted by CA | Wealth Management on February 7th, 2017

According to a new survey from BMO Wealth Management, a third of Americans (31%) say reducing or eliminating debt is their number one financial priority.

That goal was even more prevalent among Baby Boomers, where 35% selected reducing debt as their number one priority.

  • Read more

Should you pay off that mortgage before you retire?

Submitted by CA | Wealth Management on February 7th, 2017

Survey after survey indicates that one of our biggest worries in retirement is running out of money.

More than a third of retired investors and half who aren’t retired said they worry they will run out of money and be forced to depend on Social Security as their main income source, according to a Wells Fargo-Gallup survey.

  • Read more

Making Billions With One Belief: The Markets Can’t Be Beat

Submitted by CA | Wealth Management on February 7th, 2017

The fastest-growing major mutual-fund company in the U.S. isn’t strictly an active or passive investor. It’s both. Dimensional Fund Advisors LP, or DFA, is the sixth-largest mutual-fund manager, up from eighth a year ago, according to Morningstar Inc., drawing nearly $2 billion in net assets per month at a time when investors are fleeing many other firms.

  • Read more

A Geezers Financial Advice to Millennials

Submitted by CA | Wealth Management on February 7th, 2017

Dear Millennials: You’ve no doubt noticed that you’re the financial services industry’s new best friend forever.

  • Read more

How to avoid outliving your retirement savings

Submitted by CA | Wealth Management on February 7th, 2017

The 4% figure you mention comes from studies done in the 1990s to identify safe withdrawal rates that resulted in what's known today as the 4% rule.

  • Read more

How Trump's First Year Could Impact Your Investments

Submitted by CA | Wealth Management on February 6th, 2017

I woke up yesterday at 5 a.m., fumbled for my iPad, and refreshed CNN. 'Trump' in big letters stared back at me. I double checked that I wasn't on The Onion by mistake, and then shot out of bed to start writing my piece on how a Trump presidency will affect our wallets.

  • Read more

7 reasons why advisors can help you protect and increase your assets

Submitted by CA | Wealth Management on January 20th, 2017

You’ve picked out the rings, maybe even the venue … things are rolling toward your Big Day. But don’t forget an important element of your new life together: getting your financial lives in sync. Talking about finances with your fiancé or partner may not seem like the most romantic topic, but what better way is there to show your loved one how committed you are to a lifetime of happiness together? Here’s how to get started:

  • Read more
  • 1
  • 2
  • next ›
  • last »
Mitch Katz
Read Full Bio >

Mitch Katz

Partner and Financial Advisor

mkatz@capitalassoc.net
(301) 581. 4134 or (800) 601. 5281

Together We Can Make Your
"Someday" Possible

1 Do You Have the Plan That’s Right for You?

2 Do You Have Confidence Your Portfolio Will Get You There?

3 How Do You Stay on Track?

You face many important questions and decisions about your future. Let us help you preserve your hard-earned wealth and start building your financial legacy.

About Us

Who We Are
Our Ideal Clients
Our Advisors
Giving Back

Solutions

Financial Planning*
Investment Management*
Estate Planning

Resources

Mitch’s Insights

Client Login

Wealth ManagementSolution
Envestnet
NYLife Secutities
529
Annuities
Life Insurance
Account Summary

Contact

Capital Associates
6901 Rockledge Drive, Suite 500
Bethesda, Maryland 20817

301-581-4108
  Send Us a Message

Rob Ugiansky
robert@capitalassoc.net
(800) 601. 5281

Mitchell Katz
mkatz@capitalassoc.net
(800) 601. 5281

© Capital Associates. All rights reserved. | Disclaimer

Newsletter Sign Up

 

© 2023 CA | Wealth Management. All rights reserved.