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2906 Roosevelt St
Carlsbad, CA 92008





MARKET CAPITAL MANAGEMENT & INSURANCE SERVICES

(760) 434-3575

 
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BULL AND BEAR GO TO MARKET

Learn about the difference between bulls and bears—markets, that is!

Learn More


PREPARATION IS THE KEY TO RETIREMENT

The simplest ideas can sometimes make a massive difference over time. Enjoy this
brief video to learn more.

Learn More


RETIREMENT ACCOUNTS WHEN YOU CHANGE YOUR JOB

This video discusses issues related to your retirement accounts when you move on
from your job.

Learn More


TIMING YOUR RETIREMENT

This short video illustrates why knowing when to retire can be a crucial part of
your strategy.

Learn More


RETIREMENT & INCOME PLANNING, WEALTH MANAGEMENT & INSURANCE SERVICES



At Market Capital Management, Inc. we focus on financial planning and retirement
income strategies for all individuals and business owners.  Advisory services
include allocation planning for Stocks, Bonds, Mutual Funds, Annuities & REIT's
along with set up & service of 401(k) Plans and Trusts, IRA’s, 401(k) Rollovers,
as well as Insurance & Mortgage services.

With over three decades of experience in providing investors with a unique
opportunity to be associated with an individual, not a bank or wire house, who
is always available and dependable. Our client’s financial goals are serviced,
but consideration is also given to the protection of their family and their
future.

In addition to outstanding service, you can expect our knowledge and skills to
help you, your family and friends in the pursuit of any financial goals. Always
know that we sincerely appreciate your referrals.

Be assured we use all the tools available to ensure you have a successful
investment experience.

Contact Us for a Complimentary second opinion Financial Review of an existing
Retirement Plan or an Investment Portfolio.




HELPFUL CONTENT


PREPARATION IS THE KEY TO RETIREMENT

The simplest ideas can sometimes make a massive difference over time. Enjoy this
brief video to learn more.


CHOOSING A RETIREMENT PLAN THAT FITS YOUR BUSINESS

To choose a plan, it’s important to ask yourself four key questions.


SHOULD I BUY OR LEASE AN AUTO?

This calculator compares the financial impact of leasing versus buying an
automobile.

 
 * Articles
 * Calculators
 * Presentations
 * Videos

A CHECKLIST FOR WHEN A SPOUSE OR PARENT PASSES

An overview of some fundamental steps when a loved one passes.

DIVERSIFICATION, PATIENCE, AND CONSISTENCY

Three important factors when it comes to your financial life.

CHOOSING A RETIREMENT PLAN THAT FITS YOUR BUSINESS

To choose a plan, it’s important to ask yourself four key questions.

FOUR GREAT, UNEXPECTED PLACES TO RAISE A FAMILY

Here are 4 great, and sometimes unexpected, places to raise a family.

MAKING SENSE OF A HOME WARRANTY

Understanding the value of a home warranty.

A HOME INSURANCE CLAIM: TO FILE OR NOT TO FILE

Learn when it may not make sense to file a claim on your home insurance.

VIEW ALL ARTICLES

SOCIAL SECURITY TAXES

Estimate how much of your Social Security benefit may be considered taxable.

LIFETIME OF EARNINGS

Estimate how much you have the potential to earn during your working years.

WHAT'S MY POTENTIAL ESTATE TAX?

This calculator helps estimate your federal estate tax liability.

SHOULD I BUY OR LEASE AN AUTO?

This calculator compares the financial impact of leasing versus buying an
automobile.

SAVING FOR RETIREMENT

This calculator can help you estimate how much you may need to save for
retirement.

ESTIMATE YOUR RMD

Help determine the required minimum distribution from an IRA or other qualified
retirement plan.

VIEW ALL CALCULATORS

MANAGING YOUR LIFESTYLE

Using smart management to get more of what you want and free up assets to
invest.

5 SMART INVESTING STRATEGIES

There are some smart strategies that may help you pursue your investment
objectives

PRINCIPLES OF PRESERVING WEALTH

How federal estate taxes work, plus estate management documents and tactics.

YOUR CASH FLOW STATEMENT

A presentation about managing money: using it, saving it, and even getting
credit.

LONG-TERM-CARE PROTECTION STRATEGIES

The chances of needing long-term care, its cost, and strategies for covering
that cost.

VIEW ALL PRESENTATIONS

A NEW WAY TO LOOK AT YOUR BUCKET LIST

Bucket lists don’t have to be for tomorrow.

BRIDGING THE CONFIDENCE GAP

In the world of finance, the effects of the "confidence gap" can be especially
apparent.

PERCEPTION VS. REALITY

There’s an alarming difference between perception and reality for current and
future retirees.

WHAT SMART INVESTORS KNOW

Savvy investors take the time to separate emotion from fact.

INVESTMENTS

You’ve made investments your whole life. Work with us to help make the most of
them.

18 YEARS’ WORTH OF DAYS

The average retirement lasts for 18 years, with many lasting even longer. Will
you fill your post-retirement days with purpose?

VIEW ALL VIDEOS

 


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LOCAL WEATHER

92008



 


LATEST BLOG POST

BIG WEEK FOR ECONOMICS AND THE FUTURE OF INTEREST RATES.

July 24, 2023

Big Week for Economics and the future of interest rates.Tomorrow the
Case-Shiller report home price index and Consumer Confidence Index.Wednesday is
the big day.  The Federal Reserve will announce their decision on interest
rates....

FIRST HALF REVIEW AND SECOND HALF UPDATE

July 10, 2023

I am willing to bet most people did not foresee or predict how the first half of
the year turned out. The S&P 500 finished up 16.33%. The Dow Jones Industrial
Average (DJIA) is up 3.8%.  Emerging Markets were up 5.02%. Finally the...

MARKET COMMENTARY-IS A NEW BULL MARKET HERE

June 08, 2023

I am making this commentary on June 8th 2023.  I mention this because today
could be the day we begin a new Bull Market. The S&P 500 is trading at 4287 as I
write this letter.  Should the S & P  close above 4,293 the...

 


CONTACT

Office: (760) 434-3575Toll-Free: (866) 931-1396Mobile: (760) 310-1029 Fax:(760)
692-2126

Send an Email


 


EXPERIENCE MATTERS



Market Capital Management, Inc. creates and preserves client financial
portfolios using all resources available. Although we are generalist in the
financial planning industry, covering all aspects of a clients financial future;
specialists are consulted when it is relevant to the clients best interest. It
is our goal to have long term relationships with our clients, communicate
regularly, and operate under the following 5 Core Values.

 1. Integrity - we will always do what is right

... Learn More






Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

Copyright 2023 FMG Suite.



Securities licensed associates of Market Capital Management, Inc. are Registered
Representatives & Investment Adviser Representatives. Securities offered through
First Allied Securities, Inc., member FINRA/SIPC. Advisory services offered
through First Allied Advisory Services, a Registered Investment Adviser. First
Allied firms are under separate ownership from any other named entity.

This site has been published in the United States for residents of the United
States. Persons mentioned in this site may only transact business in states in
which they have been properly registered or are exempt from registration.

Important Disclosures | Business Continuity

Individuals affiliated with this broker/dealer firm are either Registered
Representatives who offer only brokerage services and receive transaction-based
compensation (commissions), Investment Adviser Representatives who offer only
investment advisory services and receive fees based on assets, or both
Registered Representatives and Investment Adviser Representatives, who can offer
both types of services.



CONTACT

Market Capital Management & Insurance Services

Office: (760) 434-3575Toll-Free: (866) 931-1396Mobile: (760) 310-1029 Fax: (760)
692-2126

2906 Roosevelt St
Carlsbad, CA 92008

Series 3, 7, 8, 24, 53, 63, 65, CA Insurance Lic. OA52827

Send an Email



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