Financial Planning

Create an investment plan to achieve your goals.

Value Investing

“The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go.”  — Benjamin Graham

Founded in 1990 and based in Chicago, Appleseed Capital helps its
clients develop and meet their financial goals through customized investment portfolios and a prudent, disciplined, value-investing approach.

Financial Planning

Focusing on the Controllable

Focusing on the Controllable

In this Navigator, we apply a framework first introduced by Stephen Covey in his seminal book The 7 Habits of Highly Effective People. Covey’s framework helps to identify the concerns that are most worthy of our time and energy, as well as ways in which one can effectively address them.

In the News

Nasdaq: Qualified Charitable Distributions: Donate to Charity, Not the Government

Nasdaq: Qualified Charitable Distributions: Donate to Charity, Not the Government

The Tax Cuts and Jobs Act (TCJA) that was passed by Congress in late 2017 brought some important changes to the Federal tax code that will have a material impact on many Americans. While many taxpayers will see their tax burden shrink for 2018 as a result of these changes, others will be less fortunate and will actually end up paying more in taxes than they would have under previous law.

Investing & Markets

Why Emerging Market Stocks Look Attractive

Why Emerging Market Stocks Look Attractive

Famed investor Warren Buffett generated fantastic returns over the course of his life by following a specific strategy of making investments in deeply undervalued companies when nobody else was interested in them.  In the example quoted above, Warren Buffett took advantage of an outstanding buying opportunity in South Korea, once again committing capital to investments that were unpopular while avoiding those investments that were popular.

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