News and Commentary
Financial Futures Podcast
Will The Election Results Effect Your Portfolio?
Hear from Dan Levin on how historical performance can inform what we can expect from the markets after election day.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
August 31, 2026
9 Considerations for 2026 Year-end Tax Planning
Start year-end tax planning now to review income, gains and losses, retirement distributions, charitable giving, and tax payments—and prepare for 2027.
August 18, 2026
There’s no substitute for real-world experience.
This summer, our intern Avery Eby had the opportunity to see firsthand the work we do at 1776 Capital Management Group, gain valuable exposure to the
wealth management profession, and build skills and perspectives that will serve her well in the future.
We’re grateful for the energy, curiosity, and fresh perspective Avery brought to our team, and proud to play a small part in helping develop the next generation of professionals.
#Internship #CareerDevelopment #FinancialServices
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.
Building Better Password Habits
Cyberfraud does not always begin with a data breach. Sometimes it starts with a password that is too easy to guess, reused across accounts, or stored in an unsafe place. Building better password habits can help protect your financial information and may strengthen your overall digital security.
Choosing the Right Trust for Your Needs
Trusts can be a flexible and effective planning tool for a variety of purposes, including addressing estate planning needs. Because there are many types of trusts, the right structure depends on an individual’s objectives, assets, beneficiaries, and long-term financial plan.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
