by admin | Jun 26, 2023 | Archives, Capstone, Investing Fundamentals
At Capstone, all advisors and employees are required to act as Fiduciaries and make recommendations based on the client’s best interest. We go a step further and advise on what we would do personally given the same set of circumstances.
by admin | Feb 9, 2023 | Archives, ESG Investing
Investors are taking an active role in promoting human rights across the globe and holding the big corporations accountable when they fail to respect them.
by admin | Jan 6, 2023 | Archives, Investing Fundamentals
By Ryan Turbyfill, MBA Financial Advisor The SECURE 2.0 Act is legislation that substantially changed retirement account rules. The main objective of this new law is to encourage more workers to save for retirement. Some requirements are currently in place or will...
by admin | Jan 6, 2023 | Archives, Retirement
What is it: Colorado General Assembly passed a law requiring certain employers to have a retirement plan in place or use the Colorado Secure Savings Program. Who: Colorado employers with 5 employees or more. Those with current 401k or other qualified savings plans...
by admin | Jan 6, 2023 | Archives, Changing Times, ESG Investing
Despite progress made, we are still a long way away from achieving equality in society and the workplace. Thanks to investor demand, increased data and transparency driving investment strategies and more robust impact reporting capabilities, investors now have more...
