Required Minimum Distributions

There are many milestones in life and believe it or not 70 ½ 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...
Restylement As A Way to Serve You

Restylement As A Way to Serve You

“You can only become truly accomplished at something you love. Don’t make money your goal. Instead pursue things you love doing and then do them so well that people can’t take their eyes off of you.” Maya Angelou.   As Financial Advisors with Capstone Investment...
The Market Still Hates Uncertainty

The Market Still Hates Uncertainty

By Ted Schwartz It is halfway through 2018 and nobody has investment returns to smile about. Last year we had the calmest and most rewarding of markets. Everything seemed to do well and there was never a need to be worried. After a good January this year, everything...
Follow-up is Trump’s “Art of the Deal”

Follow-up is Trump’s “Art of the Deal”

Wouldn’t it be great to have all the free advertising that Donald Trump has acquired this far into his presidential campaign? Wouldn’t you like the same amount of prospects filling your pipeline that Trump seems to have at his waiting? Well, I am here to tell you this...
FLOW: Volume 8 – Weeding Out Weak Investments

FLOW: Volume 8 – Weeding Out Weak Investments

In our most recent series written by Jamie Cornehlsen, CFA and founder of Capstone, FLOW examines how we seek out investments and make selections based on current market trends and future forecasts. Part eight of our series discusses why the investment weeding process...
When the Debt Ceiling Raises, a Social Security Door Closes

When the Debt Ceiling Raises, a Social Security Door Closes

Recently, Congress was able to avert government shut down through the enactment of the Bipartisan Budget Act of 2015 (H.R. 1314) that called for an increase in the U.S. debt limit, which the President signed into law on November 2nd. Through a series of negotiations...