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...
by admin | Aug 31, 2020 | Archives, Capstone
by Ryan Turbyfill Charities and Non-Profits fill a much-needed gap left by the Government and Public Sector to provide needs for Human Services, Education, Religion and so much more. Below are a couple of interesting graphs on the Rise of US Giving and sectors of US...
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, 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...
