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ACap Asset Management
Protecting Your Financial Health
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Fee-Only Financial Planning and Investment Services
For health care professionals, business owners, and individuals
Get a pulse on your financial position

Recent Blog Posts

Self-Employed 401k Contribution Reminder

By Ara Oghoorian |

The 2017 deadline for self-employed individuals to fund their Individual 401k accounts is 12/31/2017. As a reminder, the maximum amount that can be contributed to the 401k as an employee is $18,000 for 2017 ($24,000 if age 50 or older). Individual 401k account owners will still have the opportunity to fund the employer portion… Read More »

2017 House and Senate Tax Bills

By Ara Oghoorian |

The Senate passed their version of the massive tax bill late Friday night while Americans were asleep. By now you’ve heard about the passage of the Tax Cuts and Jobs Act by the House of Representatives last month. On Monday, the House and the Senate will come together to reconcile their differences to present… Read More »

Meet the Team: Louiza Kozanian

By Ara Oghoorian |

We want to introduce you to the talented professionals who make up the ACap team, who are all dedicated to providing high-quality, individualized service to our clients. This month we’re spotlighting Louiza Kozanian, our Executive Assistant! Louiza joined ACap Asset Management in May 2016 and is enjoying learning about investing and finance. Louiza graduated from… Read More »

Matthew Crisafulli, EA, CFP® Named Partner at ACap Asset Management

By Ara Oghoorian |

We are proud to announce that Matt Crisafulli, EA, CFP® has been named Partner at ACap Asset Management. On becoming Partner, Matt said, “I am honored to step into my new role as a Partner at ACap Asset Management, and I feel extremely fortunate to work with such an intelligent group of people. I… Read More »

Meet the Team: Ara Oghoorian, CFA, CFP®, CPA

By Ara Oghoorian |

We want to introduce you to the talented professionals who make up the ACap team, who are all dedicated to providing high-quality, individualized service to our clients. This month we’re spotlighting Founder & President, Ara Oghoorian, CFA, CFP®, CPA. What is your favorite thing about working at ACap?​ Helping people reach their retirement goals.​ Who… Read More »

Audio: Ara Answers Financial Questions on “Your Money” – July 2017

By Ara Oghoorian |

ACap’s Founder & President, Ara Oghoorian is a regular guest on the Your Money show with Kent Smetters, airing on Sirius XM Channel 111, Business Radio powered by The Wharton School. Ara was recently on the show in July, answering financial questions from callers. Stream the full episode below: Find out more about Wharton Business Radio here. If… Read More »

Roger Federer Square

The $400 Million Tennis Player

By Ara Oghoorian |

Roger Federer, the world’s greatest tennis player ever, won his 19th major grand slam this past weekend including his 8th Wimbledon title and breaking all kinds of records. As a tennis aficionado and all things Federer, I know this is an extraordinary era for tennis. No other player in history has achieved what Federer… Read More »

School’s Out for Summer

By Ara Oghoorian |

3 Tips To Keep Your Finances In Order This Summer School’s out for summer which means vacations, outings, and camps for kids = $$$. So that you don’t end the summer having spent more than you expected, below are some tips to plan and budget your activities. Budget Plan out the entire summer by creating… Read More »

Meet the Team: Matthew Crisafulli, EA, CFP®

By Ara Oghoorian |

We want to introduce you to the talented professionals who make up the ACap team, who are all dedicated to providing high-quality, individualized service to our clients. This month we’re spotlighting financial advisor Matthew Crisafulli, EA, CFP® from our Los Angeles office. Matt is a Certified Financial Planner™ and an IRS Enrolled Agent (EA).  He… Read More »

Market Corrections

Is the market overvalued?

By Ara Oghoorian |

The stock (and real estate) markets are hitting all time highs. Investors are optimistic and excited about the recent gains and want to buy more stocks and real estate. Financial news outlets bring on experts that extol how prices will continue to rise, but it’s during times like these that we forgot that markets… Read More »