COLORADO SPRINGS’ AND DENVER RETIREMENT PLANNING AND FINANCIAL INVESTMENT ADVISORS

LATEST POSTS

2021 Portfolio Reporter

By Jamie Cornehlsen, CFA In this annual letter I want to cover the economy, earnings, performance review, and attribution analysis which led to the returns. I hope to provide you with information on how we invest.

read more

The Tortoise and the Hare: A Study in Volatility

By Ted Schwartz, Chief Investment Officer Capstone Investment Financial Group The pursuit of the top performing investments typically backfires on investors when they encounter the impact of increased volatility. This is a hypothetical example designed to illustrate...

read more

Thoughts on the Market

To say the least, it has been quite a year and we still have 4 months to go.  From the fastest bear market decline in history (a drop of 20% or more for recent high), to a market bottoming in late March, to an ongoing market rally that I think has surprised even the...

read more

United States

615 N. Nevada Ave. Colorado Springs, CO 80903

United States

13770 E Rice Pl, Aurora, CO 80015

719.477.9883   | 888.571.3713
info@capstoneinvest.com

If you have questions, click on CONTACT US, or call us at 719.477.9883 or 1.888.571.3713.We look forward to talking with you.