A Client-First Financial Services Firm
At Lincoln Capital, we believe in putting you first. As an independent, fee-only firm, we’re not just advisors; we’re fiduciaries committed to guiding you with integrity and transparency. Since our founding in 1991, we’ve dedicated ourselves to crafting personalized financial strategies that reflect your unique goals and aspirations. Whether you’re an individual, a professional, or a business owner, we stand by you with objective advice and tailored solutions designed to secure your financial future. Learn more about our commitment to your success.
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Insights
I-Bonds’ Appeal Fades Amid Changing Rates
The Value of Holding I-Bonds Has Diminished Following a Remarkable Two-Year Run In December 2021, Lincoln Capital wrote about Series I Savings Bonds (“I-Bonds”) being a compelling investment opportunity for several reasons. I-Bonds are [...]
5 Key Changes for Retirement Savers with Passage of the SECURE Act 2.0
By Alex Albert, CFP® Highlights Bi-partisan legislation passed in December 2022 changes retirement account rules The changes were designed to increase retirement savings From RMDs to student debt, the new law has something for everyone [...]
Finding Yield for Short-Term Investments
By Alex Albert, CFP® Highlights Interest for high-yield savings accounts and CDs are on the rise Bonds and treasuries are worth close consideration Estimated read time: 3 mins The Federal Reserve is fighting tirelessly [...]
Why the U.S. Government’s Latest Action Benefits Bond Investors
By Alex Albert, CFP® Highlights A recap of the Federal Reserve’s approach during the pandemic How the latest course correction benefits investors Why rising rates make fixed income investments more attractive Estimated read time: [...]