The Market Still Hates Uncertainty

The Market Still Hates Uncertainty

By Ted Schwartz It is halfway through 2018 and nobody has investment returns to smile about. Last year we had the calmest and most rewarding of markets. Everything seemed to do well and there was never a need to be worried. After a good January this year, everything...
Follow-up is Trump’s “Art of the Deal”

Follow-up is Trump’s “Art of the Deal”

Wouldn’t it be great to have all the free advertising that Donald Trump has acquired this far into his presidential campaign? Wouldn’t you like the same amount of prospects filling your pipeline that Trump seems to have at his waiting? Well, I am here to tell you this...
FLOW: Volume 8 – Weeding Out Weak Investments

FLOW: Volume 8 – Weeding Out Weak Investments

In our most recent series written by Jamie Cornehlsen, CFA and founder of Capstone, FLOW examines how we seek out investments and make selections based on current market trends and future forecasts. Part eight of our series discusses why the investment weeding process...
When the Debt Ceiling Raises, a Social Security Door Closes

When the Debt Ceiling Raises, a Social Security Door Closes

Recently, Congress was able to avert government shut down through the enactment of the Bipartisan Budget Act of 2015 (H.R. 1314) that called for an increase in the U.S. debt limit, which the President signed into law on November 2nd. Through a series of negotiations...
Why a Target Date Fund may be all wrong for you

Why a Target Date Fund may be all wrong for you

In the golden old days, employees typically received pensions when they retired (defined benefit plans). Based on the work history and salary, they received a fixed payout from their employer when they reached retirement age. So, they got a predictable income stream...
Why investor should never listen to a pundit

Why investor should never listen to a pundit

As market volatility increases, you hear more and more experts weighing in on what you should do, when you should do it, and where the market is heading. A pundit is defined as an expert in a field who gives his opinions to the public. In contemporary form, let’s look...