by admin | Oct 6, 2020 | Archives, Capstone, View on Market
By Ted Schwartz, Chief Investment Officer Capstone Investment Financial Group The pursuit of the top performing investments typically backfires on investors when they encounter the impact of increased volatility. This is a hypothetical example designed to illustrate...
by admin | Sep 4, 2020 | Archives, Capstone, View on Market
To say the least, it has been quite a year and we still have 4 months to go. From the fastest bear market decline in history (a drop of 20% or more for recent high), to a market bottoming in late March, to an ongoing market rally that I think has surprised even the...
by admin | Aug 31, 2020 | Archives, Capstone, Changing Times
By Ryan Turbyfill, MBA I was talking with Ted Schwartz last week about Capstone’s next article and we discussed how investing and financial planning are a lot like training for an endurance racing event. As some of you may know, one of my great passions outside...
by admin | Aug 31, 2020 | Archives, Changing Times
By Ted Schwartz, CFP® Well, I am now about two months into a very different part of my life. Perhaps like you, my life now consists of an occasional trip to the grocery store, a daily walk for exercise, a rare trip for takeout food and some Zoom and WebEx...
by admin | Aug 31, 2020 | Archives, Capstone, Investing Fundamentals
Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs. Provided by Ryan Turbyfill, MBA and Your Capstone Investment Financial Group Team Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into...
by admin | Aug 31, 2020 | Archives, Capstone, Changing Times
“Social solidarity is more tenacious. It’s an active commitment to the common good — the kind of thing needed in times like now.” David Brooks New York Times March 19, 2020 Please know our entire team is thinking of your health and well-being, as we all navigate this...
