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Insights

white robot wallpaper by Possessed Photography courtesy of Unsplash.

The New Face of Fraud: How AI Is Changing the Scam Game

Shuyang Balazi | Jun 1, 2025
Categories
Technology

5 Smart Ways to Use Your Tax Refund in 2025

Shuyang Balazi | May 1, 2025
Categories
Investments
Finance
Tax Planning

5 Tax-Saving Strategies to Keep More of Your Money

Shuyang Balazi | Apr 1, 2025
Categories
Tax Planning
Retirement

How to Stay Invested in Volatile Markets Without Losing Sleep

Shuyang Balazi | Mar 1, 2025
Categories
Investments
Risk Management
Savings

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Shuyang Balazi | Feb 1, 2025
Categories
Tax Planning
Investments
Retirement
Estate Planning
Real Estate
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How Hindsight Bias Hurts Investors

Shuyang Balazi | Jan 1, 2025
Categories
Investments

Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns

Shuyang Balazi | Dec 1, 2024
Categories
Investments
Finance
Risk Management

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Shuyang Balazi | Nov 1, 2024
Categories
Investments
Tax Planning
brown and white abstract painting by Kendall Scott courtesy of Unsplash.

7 Milestones At Age 50 & Above

Shuyang Balazi | Oct 7, 2024
Categories
Retirement

How to Beat Investing FOMO: The Power of Patient Wealth Building

Shuyang Balazi | Sep 1, 2024
Categories
Investments
Finance

A Guide to Pensions & Retirement Benefits

Shuyang Balazi | Aug 2, 2024
Categories
Retirement
Investments
Tax Planning
Digital art of a lawyer standing next to a large document and gavel.

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Shuyang Balazi | Jul 1, 2024
Categories
Investments
Finance
Tax Planning
Insurance
Estate Planning

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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

 

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Capital 360 Financial 
1860 W Arbor St.
Springfield, MO 65807
United States

Phone:
417-350 1113

Email:
info@capital360financial.com

Client Customer Service: 1 (877) 442-2757

07:00 am- 7:00 pm (Mon - Fri) (America/Chicago)

  

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

The firm is a registered investment adviser with the state of Missouri ( any other states it is registered in)  and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. registration with the united States Securities and Exchange Commission or any state securities authority does no imply a certain level of skills or training.

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