by Hillary Hienton | Sep 13, 2018 | Capstone, Changing Times, Retirement
I recently had a significant scare with my 73-year-old father when his life nearly came to an end. I recognize we are mortals, but this particular scare was abrupt. After we got past the initial trauma and remembered to breathe, my brain took over from my heart. I...
by admin | Jul 3, 2018 | Capstone, Changing Times, Restylement, Retirement
By Jamie Cornehlsen In 1999 a man sat comfortably as he watched the stock market rise. Due to his aggressive investment strategy, his wealth had doubled. He looked at his retirement, thinking he could do more than he ever imagined. Today, 19 years later, his portfolio...
by admin | Jun 21, 2018 | Capstone, Restylement, Retirement
In speaking with clients, I have noticed that most find it hard to conceptualize how much they will spend in retirement. To get a better idea of an actual number, my associate, Ted Schwartz conveys the following concept to clients. To begin, think about your...
by admin | May 30, 2018 | Capstone, Restylement
All wet and warm Not ten miles away Approaching My Mexican home John Prine, Mexican Home By Ted Schwartz Well, some of my best friends love golf. I can sort of understand it and believe you should pursue it if that is your passion. Golf is just not in my genes...
by admin | May 9, 2018 | Capstone
As you approach retirement, it may be time to pay more attention to investment risk. Provided by Capstone Investment Financial Group If you are an experienced investor, you have probably fine-tuned your portfolio through the years in response to market cycles or in...
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...
