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2906 Roosevelt St
Carlsbad, CA 92008

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Market Capital Management & Insurance Services

(760) 434-3575

 
The Wild West of Data Theft Supporting Local Business In a Crisis Retiring in a Post-Pandemic World Dreaming Up an Active Retirement

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 two 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

How Compound Interest Works

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Do Your Kids Know The Value of a Silver Spoon?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

 

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

4 Steps to Protecting a Child with Disabilities

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

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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 Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

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

Principles of Preserving Wealth

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

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Surprises

Making the most of surprises is a great reason to work with us.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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