by admin | Aug 23, 2021 | Asset Change, Changing Times
By Lindsey Simek, Financial Advisor When it comes to us women, there are several reasons why money and finances may take a back seat to our everyday responsibilities. It’s not that we can’t plan for our financial future, we can, we are just so busy. We work, take care...
by admin | May 14, 2021 | Archives, Capstone, Changing Times
By Ryan Turbyfill, MBA During the past 14 months, we have seen dramatic and rapid changes to many parts of our lives. In February of 2020, we were able to pack into a sports arena, shake hands and no masks were to be found. That all changed suddenly; people started...
by admin | Mar 9, 2021 | Capstone, Changing Times
By Ryan Turbyfill, MBA With the warmer weather coming, mask and social distance showing success and vaccines rapidly rolling out, many parts of the economy are opening again. With the economy preparing to lift off with positive outlooks into many sectors in...
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, Changing Times
By Ted Schwartz, CFP® Well, I am now about two months into a very different part of my life. Perhaps like you, my life now consists of an occasional trip to the grocery store, a daily walk for exercise, a rare trip for takeout food and some Zoom and WebEx...
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...
