by admin | Jun 26, 2023 | Archives, Capstone, Investing Fundamentals
At Capstone, all advisors and employees are required to act as Fiduciaries and make recommendations based on the client’s best interest. We go a step further and advise on what we would do personally given the same set of circumstances.
by Capstone Investment Financial Group | May 11, 2023 | Archives, Capstone, Investing Fundamentals
By Ryan Turbyfill, MBA Financial Advisor Holistic financial planning considers your personal, financial, and lifestyle goals to develop a comprehensive plan for all your financial needs. While we take our responsibility and the trust you have placed in us to manage...
by Capstone Investment Financial Group | Mar 2, 2023 | Capstone, ESG Investing
At Capstone Investment Financial Group we provide portfolios that give our clients diversity and exposure to the market at their comfort level. Our own Lindsey Simek sat down with ColoradoBiz Magazine for a Q&A on what makes Capstone a Best for Colorado company...
by admin | May 9, 2022 | Archives, Capstone, Changing Times
Series I Bonds are paying a record 9.62% interest rate, and this may a smart buy for many. With the market experiencing extreme volatility, an investment such as I bonds, may be just what investors are looking for. I bonds can be purchased in increments of $25 with a...
by admin | Feb 28, 2022 | Archives, Capstone, Changing Times
By Ryan Turbyfill, MBA Financial Advisor As I write this on Thursday morning, February 24th, it seems a bit callous to write about the markets when just 12 hours ago, Russia began its attacks on Ukraine. However, as I start my day, as your trusted advisor, we are...
by admin | Oct 18, 2021 | Restylement
Restylement \rē stīle ment\ verb : an instance of reshaping or rearranging what you do and how you do it. Often referring to life and taking into account the time you have, money, and significance. — see also take control, change directions, retire, choose...
