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Restylement: Crafting a New Chapter in Life

Restylement: Crafting a New Chapter in Life

by Capstone Investment Financial Group | Oct 21, 2023 | Restylement, Retirement

Restylement represents a shift from simply stepping out of the workforce after a certain age to intentionally crafting a new chapter in one’s life that aligns with personal well-being, passions, and purpose. It’s not just a phase of life; it’s a lifestyle choice.

Holistic Financial Planning

Holistic Financial Planning

by Capstone Investment Financial Group | May 11, 2023 | Archives, Capstone, Investing Fundamentals

By Ryan Turbyfill, MBA Financial Advisor Holistic financial planning considers your personal, financial, and lifestyle goals to develop a comprehensive plan for all your financial needs. While we take our responsibility and the trust you have placed in us to manage...
What the Heck is Going On?

What the Heck is Going On?

by Capstone Investment Financial Group | Mar 14, 2023 | View on Market

By Ryan Turbyfill, MBA  Financial Advisor Just as we got some traction with a taste of market recovery in early 2023, the market volatility is back, especially the week of March 6, 2023. Early in the week of March 6, Federal Reserve Chairman, Jerome Powell spoke...
Capstone is a Best for Colorado Company. Here’s Why.

Capstone is a Best for Colorado Company. Here’s Why.

by Capstone Investment Financial Group | Mar 2, 2023 | Capstone, ESG Investing

At Capstone Investment Financial Group we provide portfolios that give our clients diversity and exposure to the market at their comfort level. Our own Lindsey Simek sat down with ColoradoBiz Magazine for a Q&A on what makes Capstone a Best for Colorado company...
Required Minimum Distributions

Required Minimum Distributions

by Capstone Investment Financial Group | Oct 2, 2022 | Archives

There are many milestones in life and believe it or not 73 is one of them. When you reach this milestone, the IRS requires you to withdraw a minimum from your IRAs and retirement accounts each year and pay ordinary income taxes on the taxable portion of your...

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* The firm’s services are not available in all states and the firm may need to seek additional registrations before working with a client in a state in which it is not presently licensed.