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Capital Concepts Inc. - Harrison, OH

9676 Dry Fork Road
Harrison, OH 45030

Call Us: 513-367-1793

"We free you up to do what you do best!"

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Helpful Content

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Types of Stock Market Analysis

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.


How Income Taxes Work

A quick look at how federal income taxes work.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Measuring the Value of a Financial Advisor

Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

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

Managing Your Lifestyle

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

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.


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

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.


Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

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