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,...
by admin | Jul 22, 2016 | Capstone, Investing Fundamentals
By Ted Schwartz, CFP® The biggest shift (and debate) during my decades in this business is the move from active management to passive. Active management means that your investment has a portfolio manager who is tasked with picking your investment from the universe of...
