Adjusting Your Portfolio as You Age

As you approach retirement, it may be time to pay more attention to investment risk. Provided by Capstone Investment Financial Group If you are an experienced investor, you have probably fine-tuned your portfolio through the years in response to market cycles or in...

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UMBC, Black Swans, and your Financial Health

By Ted Schwartz, CFP Those of you who know me well, know I am a lover of college basketball and March Madness. Watching UMBC’s 16th seeded Retrievers take apart the nation’s top ranked Virginia Cavaliers the other night was an amazing experience. Sixteenth seeds had...

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Tony Romo Has the Right Attitude for Restylement!

By Jamie Cornehlsen, CFA® We are all meant to live a life of significance.  There are times when that idea is tested.  I was reminded of this recently while listening to my favorite quarterback relinquish his place on his team.  It was not his choosing, nor anything...

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