by admin | Mar 22, 2018 | Capstone, Changing Times, Investing Fundamentals, View on Market
By Ted Schwartz, CFP Those of you who know me well, know I am a lover of college basketball and March Madness. Watching UMBC’s 16th seeded Retrievers take apart the nation’s top ranked Virginia Cavaliers the other night was an amazing experience. Sixteenth seeds had...
by admin | Dec 15, 2016 | Restylement
By Jamie Cornehlsen, CFA® We are all meant to live a life of significance. There are times when that idea is tested. I was reminded of this recently while listening to my favorite quarterback relinquish his place on his team. It was not his choosing, nor anything...
by admin | Dec 3, 2016 | Restylement
By Ted Schwartz, CFP® For those of us old enough to remember black and white TV, Fess Parker is etched into our memories as Daniel Boone on the hit TV series of the same name. He also portrayed Davey Crockett, so…those of us who sometimes confuse the two frontiersmen...
by admin | Nov 20, 2016 | Restylement
By Ted Schwartz, CFP® As you may know, Capstone Investment is focused on what we refer to as restylement. Essentially, this is achieving your financial goals so that you can concentrate on the personal goals that give you meaning. Traditional retirement is a cessation...
by admin | Nov 10, 2016 | Restylement
Many individuals are often unsure of the proper time to retire. They may wonder when they will finally have enough saved to comfortably live on, or are uncertain of the lifestyle they intend to lead post-employment. There are many points to consider when determining a...
by admin | Aug 2, 2016 | Capstone, Portfolio Reporter
SUMMARY At this point in the economy, stock market growth is unlikely without earnings breaking out of its two-year lull. In this edition, we will cover the most significant drivers indicating the current status of the market. Second, we will offer a Strengths,...
