by admin | Sep 4, 2020 | Archives, Capstone, View on 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...
by admin | Aug 31, 2020 | Archives, Capstone
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...
by admin | Aug 31, 2020 | Archives, Capstone, Changing Times
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...
by admin | Aug 31, 2020 | Archives, Changing Times
By Ted Schwartz, CFP® Well, I am now about two months into a very different part of my life. Perhaps like you, my life now consists of an occasional trip to the grocery store, a daily walk for exercise, a rare trip for takeout food and some Zoom and WebEx...
by admin | Aug 31, 2020 | Archives, Capstone, Investing Fundamentals
Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs. Provided by Ryan Turbyfill, MBA and Your Capstone Investment Financial Group Team Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into...
