New Year’s Hangover

New Year’s Hangover

By Ryan Turbyfill, MBA  Financial Advisor The market woke up on the first trading day of the year, January 3rd with a massive hangover from 21 months of indulging in low interest rates, easy monetary policy, and massive amounts of cash in the economy.  The Federal...
End of the Year Financial Moves

End of the Year Financial Moves

By Lindsey Simek, Financial Advisor As we close out 2021 and look forward to the New Year, there maybe a few financial moves to make still this year. I am sure that for many of you, much like myself, 2021 brought many changes, both personally and professionally. New...
The Market Conundrum

The Market Conundrum

By Ryan Turbyfill, MBA  Financial Advisor   It has been a wild 21 months for us all, including the stock market. We sit near all-time highs which in March of 2020 we would have been ecstatic even if the market just returned to pre-Covid levels but would have...
2022 Retirement Plan Updates from IRS

2022 Retirement Plan Updates from IRS

Capstone Investment Financial Group IRS just announced increases to retirement plan contributions for 2022. Some didn’t increase, others did slightly. Below are the increases per the IRS increase for 2022: *Depending on Defined Contribution (401k), higher limits maybe...
Restylement

Restylement

Restylement \rē stīle ment\ verb : an instance of reshaping or rearranging what you do and how you do it. Often referring to life and taking into account the time you have, money, and significance. — see also take control, change directions, retire, choose...