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...
by admin | Aug 31, 2020 | Archives, Capstone, Changing Times
“Social solidarity is more tenacious. It’s an active commitment to the common good — the kind of thing needed in times like now.” David Brooks New York Times March 19, 2020 Please know our entire team is thinking of your health and well-being, as we all navigate this...
by admin | Aug 31, 2020 | Archives, Capstone, Changing Times
Since the last article, only a week ago, the market has only become more uncertain, which leads to even more volatility. Last week, (February 24th – February 28th, 2020) now holds 3 of the top 5 largest Dow Jones Index* point drops in history. Then on Monday...
by admin | Aug 31, 2020 | Archives, Capstone
By Ted Schwartz, CFP® Well, after 25 years in the investment biz, I thought I would try to distill some of what I have learned so far (for myself and for you). Some has been learned the hard way through trial and error and some has been learned from the help of others...
by Hillary Hienton | Nov 20, 2018 | Capstone, Changing Times, Investing Fundamentals
Ahhh… that confident feeling when you open your investment performance report and see an increase in the value of your account. You might feel pride remembering how much you saved or security in the thought of the potential increase over time. On the other side of the...
