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...
by admin | Aug 31, 2020 | Archives, Capstone, Changing Times
“Social solidarity is more tenacious. It’s an active commitment to the common good — the kind of thing needed in times like now.” David Brooks New York Times March 19, 2020 Please know our entire team is thinking of your health and well-being, as we all navigate this...
by admin | Aug 31, 2020 | Archives, Capstone, Changing Times
Since the last article, only a week ago, the market has only become more uncertain, which leads to even more volatility. Last week, (February 24th – February 28th, 2020) now holds 3 of the top 5 largest Dow Jones Index* point drops in history. Then on Monday...
by admin | Aug 31, 2020 | Archives, Capstone
By Ted Schwartz, CFP® Well, after 25 years in the investment biz, I thought I would try to distill some of what I have learned so far (for myself and for you). Some has been learned the hard way through trial and error and some has been learned from the help of others...
