by admin | May 14, 2021 | Archives, Capstone, Changing Times
By Ryan Turbyfill, MBA During the past 14 months, we have seen dramatic and rapid changes to many parts of our lives. In February of 2020, we were able to pack into a sports arena, shake hands and no masks were to be found. That all changed suddenly; people started...
by admin | Apr 23, 2021 | Archives, Capstone, ESG Investing
By Lindsey Simek, Financial Advisor With Earth Week upon us, it is not only a time to celebrate, but also a time to really consider our role in improving and protecting our delicate environment. Of course, there are the obvious steps that can be taken. Pollute less,...
by admin | Mar 9, 2021 | Capstone, Changing Times
By Ryan Turbyfill, MBA With the warmer weather coming, mask and social distance showing success and vaccines rapidly rolling out, many parts of the economy are opening again. With the economy preparing to lift off with positive outlooks into many sectors in...
by admin | Jan 13, 2021 | Portfolio Reporter
By Jamie Cornehlsen, CFA In this annual letter I want to cover the economy, earnings, performance review, and attribution analysis which led to the returns. I hope to provide you with information on how we invest. View...
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...
