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...
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...
