2021 Portfolio Reporter

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. View...
Thoughts on the Market

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...
Three Smart Ways to Give to Charity

Three Smart Ways to Give to Charity

by Ryan Turbyfill Charities and Non-Profits fill a much-needed gap left by the Government and Public Sector to provide needs for Human Services, Education, Religion and so much more.  Below are a couple of interesting graphs on the Rise of US Giving and sectors of US...
My Two Passions

My Two Passions

By Ryan Turbyfill, MBA I was talking with Ted Schwartz last week about Capstone’s next article and we discussed how investing and financial planning are a lot like training for an endurance racing event.  As some of you may know, one of my great passions outside...