by admin | Jan 27, 2016 | Capstone
This article was originally posted on October 2013 on AUM in a Box. This blog entry has been updated with new data through the end of December 2015. Last week the Consumer Price Index (CPI) was released by the Bureau of Labor Statistics, stating that “over the last 12...
by admin | Dec 2, 2015 | Capstone, Investing Fundamentals
Thanksgiving has come and gone and many of us likely found ourselves partaking in the elaborate spending process of Black Friday and Cyber Monday to prepare for the holidays. Grandiose sales and deals can be enticing, but in order to plan for a life a restylement, one...
by admin | Nov 25, 2015 | Capstone
When you spend 40 hours a week or more at your job, it can be hard to envision a life outside of the grind. Or perhaps it is easy to envision, but hard to accomplish. This post focuses on the many ways you can prepare to restyle your life in order to accomplish the...
by admin | Sep 23, 2015 | Capstone
Money can be an influential tool at times. I learned the power and the utility of money in college, about as far away from the university and campus as you can imagine. We were on a road trip in the Rocky Mountains and our car had broken down. Adding to the pressure,...
by admin | Sep 18, 2015 | Capstone, Investing Fundamentals
Financial risk is associated with the permanent loss of money. In order to measure the amount of risk a client is dealing with, advisors use maximum drawdown to measure the largest single drop from peak to bottom in the value of a portfolio. It also helps to offer...
by admin | Mar 1, 2013 | Archives, Capstone, View on Market
by Ted Schwartz As we near new “all-time highs” for the Dow Jones average, the financial services community seems about to throw a party. I say leave the champagne on ice! I don’t want to be a curmudgeon, but….. The very lowest bar for any investor is the rate of...
