by admin | Apr 26, 2022 | Archives, View on Market
By Ryan Turbyfill, MBA Financial Advisor It has been a wild start to 2022 with the worst quarter in over 40 years for the bond market as interest rates surged, inflation remains very high and the tragedy in Ukraine. This past Friday the 22nd, the Dow Jones Industrial...
by admin | Feb 28, 2022 | Archives, Capstone, Changing Times
By Ryan Turbyfill, MBA Financial Advisor As I write this on Thursday morning, February 24th, it seems a bit callous to write about the markets when just 12 hours ago, Russia began its attacks on Ukraine. However, as I start my day, as your trusted advisor, we are...
by admin | Feb 7, 2022 | Archives
By Bill Sigrist, Operations Manager Some 1099 tax forms for non-IRAs were made available as early as late January 2022. In many cases non-IRA 1099’s may be posted mid to late February into early March. TD Ameritrade will be posting additional 1099’s online on February...
by admin | Jan 24, 2022 | Archives, View on Market
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...
by admin | Nov 8, 2021 | Archives, Retirement
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...
by admin | Jun 14, 2021 | Archives, ESG Investing
Read more about ethical investing in the recent article by Jeanne Davant for the June 4 edition of the Colorado Springs Business Journal featuring Capstone Investment financial advisor, Lindsey Simek. A copy of the full article can be found here: Ethical investing now...
