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 | 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...
