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

Maximizing Tax Savings with Donor-Advised Funds

Maximizing Tax Savings with Donor-Advised Funds

Not only do donor-advised funds allow you to easily make charitable contributions to the organization of your choice, but they also allow many people to further reduce their tax obligations under the new tax laws.

In the News

Investing & Markets

How To Invest In An Era Of $100 Trillion Financial Obligations

How To Invest In An Era Of $100 Trillion Financial Obligations

“The four most expensive words in the English language are ‘this time it’s different.’” It’s different this time, and it’s also not different this time. It’s different this time because the credit-driven U.S. economy is burdened with a monumental level of financial obligations relative to GDP.

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