Having the right compass and key to your wealth is critical. This means understanding your family goals, investment goals, risk vs return, and understanding the macro impact in the environment we are investing in.
Capital Compass and Key: Weekly Blog
Is owning 20–25 stocks still enough to be diversified? Mark Gargano explains how market concentration has changed and what investors should consider when managing portfolio risk.
A tax return is more than a filing requirement. Mark Gargano explains how it can reveal planning opportunities, guide tax strategy, and help families make better long-term financial decisions.
Choosing the right CPA goes beyond tax expertise. Mark Gargano discusses organization, communication, tax systems, document coordination, and how to find the CPA that best fits your needs.
Topics We Explore
Capital Allocation
Public and private markets, risk management, and portfolio construction.
Business Ownership
Liquidity events, succession planning, and preparing your next chapter.
Family Wealth
Multi-generational perspectives, legacy, and meaningful communication.
Economic Perspective
Macro trends, market cycles, and what they mean for long-term decisions.
