Financial Advisor-Retirement Planning Colorado Springs
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  • Estate Planning Is a Family Conversation—Not a Solo Task
  • Money Tips for New Grads
  • Helping Rebecca Find Clarity in Chaos: A Financial Advisor’s Role Beyond Numbers
  • The Importance of Financial Independence for Women
  • Procrastinate No More: Why an Updated Will and Estate Plan are Crucial 
  • A few questions with Bill
  • Is ESG Dead or Alive?
  • Early Christmas Present for PERA Employees 
  • Secure Act 2.0 Brings Changes to Retirement
  • End of Year Financial Moves
  • How will the presidential election affect the stock market?
  • Ensuring Financial Security During Illness
  • New Colorado Springs Office Location
  • Rollovers and Consolidation – The Process Made Simple
  • How I Regained My Financial Footing and Confidence After Divorce
  • Tax-Smart Investment Strategies
  • Impactful Investing with ESG (Environmental, Social, Governance)
  • Celebrating Black Wealth Builders Throughout History
  • A few questions with Lindsey
  • A Few Questions with Ryan
  • Dawn’s Delight: A Journey from Restlessness to Goat Cheese Success
  • Harvesting Success: Growing Wealth through Tax-Loss Strategies
  • Three Smart Ways to Give to Charity
  • Restylement: Crafting a New Chapter in Life
  • Market Volatility…It’s Back
  • How to Roll a Snowball Uphill
  • We Are Fiduciaries!
  • Holistic Financial Planning
  • What the Heck is Going On?
  • Capstone is a Best for Colorado Company. Here’s Why.
  • ESG Investing…Social Aspect…Human Rights Abuse
  • Colorado Secure Savings Program
  • Advancing Diversity —and Your Portfolio
  • 2023 Retirement Plan Updates from IRS
  • 2023 Social Security COLA (Cost of Living Adjustment) Increase Announced!
  • Required Minimum Distributions
  • Inflation, The Federal Reserve, Interest Rates, and the Markets
  • ESG – The THREE Components – Environmental, Social, and Governance
  • Series I Bonds…Paying 9.62%
  • The Market Conundrum 2.0
  • Inflation…It’s Hot!!!
  • Russia, Ukraine (and the Markets)
  • Tax Forms-1099 Notice
  • New Year’s Hangover
  • The Market Conundrum
  • 2022 Retirement Plan Updates from IRS
  • Restylement
  • Market Induced Anxiety
  • Ethical Investing Now a $1 Trillion Business
  • Environmental Issues With Bitcoin?
  • Inflation, Valuation and Taxation, OH MY!!!!
  • Prepare for Liftoff (and Turbulence)
  • 2021 Portfolio Reporter
  • The Tortoise and the Hare: A Study in Volatility
  • Thoughts on the Market
  • My Two Passions
  • Special Edition: What I’ve Learned So Far…about Myself…in Two Months of Isolation
  • Key Provisions of the CARES Act
  • We Are Our Very Best When We Are the Underdogs
  • Coronavirus and the Markets 2.0
  • Five Thousand Shades of Gray-Thoughts on ESG Investing
  • Even Warren Buffett Gives Some Questionable Advice!!
  • The Climate And The Markets Are Misaligned
  • Spring Has Sprung
  • Feeling a Bit Unraveled? – The New Year Provides an Opportunity to Button Things Up
  • Fasten Your Seat Belt, Please
  • The Feelings of Risk
  • Market Struck by Hurricane This Week!
  • My Brush With Life’s Harsh Realities
  • Restylement As A Way to Serve You
  • The Market Still Hates Uncertainty
  • NOW IS NOT THE TIME TO BE GREEDY
  • What You Will Really Spend in Retirement
  • Restylement, So Far
  • Adjusting Your Portfolio as You Age
  • UMBC, Black Swans, and your Financial Health
  • Tony Romo Has the Right Attitude for Restylement!
  • Remembering Fess Parker
  • Hallelujah! What a Second Act Leonard Cohen Wrote!
  • Don’t Put Your Date at Risk! –Understanding your Risk to Retirement Date
  • Follow-up is Trump’s “Art of the Deal”
  • July 2016 Portfolio Reporter: Earnings Are the Fundamental Driver
  • Active versus Passive……versus Common Sense!
  • The Hunt for More Time — Do You Really Want it All?
  • FLOW: Volume 8 – Weeding Out Weak Investments
  • FLOW: Volume 7 — One Month In; A Smaller Barrel
  • FLOW: Volume 6 – Tracking the Portfolio’s Progression
  • FLOW: Volume 5 – Understanding Price Movement
  • FLOW: Volume 4 – Building a Strong, Sustainable Portfolio
  • Is Climbing the “Wall of Worry” Still an Option?
  • FLOW: Volume 3 – Taking the Financial Plunge into High Dividend Funds
  • FLOW: Volume 2 – Exploring the Real Estate Investment World
  • FLOW: Volume 1 – Investing Commercially
  • Creating a Life Worth Living – How Restyling Your Goals Can Lead to a Fulfilling Future
  • Inflation, CPI and the Big Mac: Taking a Bite of Reality
  • Can You Chase a Winner in Investing?
  • The Path to Prosperity: How Defeat and Struggle Can Help Restyle Your Life
  • How Impact Investing is changing the Financial Advising Industry
  • Snowed Under! Getting a Head Start on Planning for Retirement
  • Retirement is Your Responsibility
  • Impact Investing Does Not Mean Losing Money
  • Forget Cyber Monday! Stop Spending and Start Saving to Prepare for a Life of Restylement – Part 2
  • Forget the Turkey! Begin Carving out Expenses to Prepare for a Life of Restylement – Part 1
  • When the Debt Ceiling Raises, a Social Security Door Closes
  • Investing in Opportunities – The Key to Identifying Ideal Outcomes
  • Why a Target Date Fund may be all wrong for you
  • No Jack Welch, No GE?
  • Lived, Accumulated and Retired – A Wise Approach to Preserving Your Wealth
  • What Did You Do in the Last Stock Market Downturn?
  • Why investor should never listen to a pundit
  • Plan Now, Savor Late – How Preparing For Retirement Early Can Help You Achieve Your Goals
  • Money and the Fallacy of Peace of Mind
  • Cash – The Donald Trump of Retirement Investing
  • How Smart People Lose Money… Understanding Risk Management to Save Your Investments
  • Reinventing Your Monetary Mindset One Dollar at a Time
  • The Quest for a Favorable 401k – Understanding Your Options for Smarter Investments
  • SALE!!!!!!
  • Measuring the Rate of Success through a Disciplined Investing Approach
  • Goldilocks Redux
  • I hold these truths to be self evident
  • Wake Up …and Smell the Coffee!!!
  • Risk-What it’s all about!
  • The Really, Really Big news!
  • Interest rates, Oil Prices, and other thoughts
  • The Accuracy in Projecting Stock Market Growth For 2015
  • Understanding Risk
  • The “forecast” for 2015
  • Musings on Recent Market Volatility
  • Snake oil or diversification? Maybe some of both?
  • Run Your Own Race
  • Please, can we cut the crash talk from our lives!!!
  • What Is Our Level of Confidence that We Will Reach Our Financial Goals
  • Making proper use of your advisor
  • Are we financially Secure for Retirement?
  • Shopping for a Health Savings Account
  • Safe Withdrawal Rates in Retirement
  • Give up this freedom grudgingly!!
  • Your Financial Plan is Outdated the Next Day
  • 57 Channels and Nothing on – Choosing the Right investment
  • Battling Human behavior and investing in 401k
  • Sorting through the Noise (Again!)
  • What’s Your Financial Philosophy?
  • Colorado’s State of Retirement
  • Self employed lack of retirement preparedness
  • Do I Have Enough to Retire?
  • No Known Heartbleed Problems
  • Retirement Ready: Creating a Financial Planning Philosophy
  • Borrowing Funds from Your 401k to Buy a House
  • The pause that refreshes? Or Much Ado about Nothing?
  • Distant Storm Clouds??
  • No trading errors this year, but…..
  • There is still no free lunch!
  • A Bumpy Start
  • Drats!!! More good news!!
  • The Market Melt Up???
  • Keep your eye on the ball!
  • The sad case of postdictors (as opposed to predictors)
  • How we pick funds for your portfolio
  • Choosing Investments
  • Building a Sturdy Portfolio
  • What to do about Income Inequality
  • Another Dose of Reality
  • The Market Overreacts – As always!
  • What goes down must go up!!!
  • Why you should be skeptical of being “sold” a new Closed End Fund
  • Don’t Celebrate the New Market High!
  • Do Investors Understand Risks and Rewards?
  • A Fine Whine
  • Musings for a New Year
  • A look ahead to 2013
  • Election Distortion
  • Give Bill Gross an F in Financial Physics!
  • Is this year going according to form?
  • What Makes Today Different (or is it really different?)
  • Politics, Reality, and the Markets
  • ABCNews Articles
  • Goodbye to a rough year!
  • A Moment For Thanks
  • Whining About Uncertainty
  • Time to chill a bit?
  • The one question you need to ask your investment manager
  • Our Third Rule of Investing
  • Investing is not the place for emotional attachments
  • Viva VRI!!!

Capstone Investment . Colorado Springs © 2019
* The firm’s services are not available in all states and the firm may need to seek additional registrations before working with a client in a state in which it is not presently licensed.