by admin | Jan 6, 2023 | Archives, Investing Fundamentals
By Ryan Turbyfill, MBA Financial Advisor While we were enjoying the holiday season, Congress was busy passing an omnibus spending bill that included the Secure Act 2.0. This has many significant changes to many clients financial planning in one aspect or another,...
by admin | Dec 13, 2021 | Archives, Investing Fundamentals
By Lindsey Simek, Financial Advisor As we close out 2021 and look forward to the New Year, there maybe a few financial moves to make still this year. I am sure that for many of you, much like myself, 2021 brought many changes, both personally and professionally. New...
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 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 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...
by admin | Jul 22, 2016 | Capstone, Investing Fundamentals
By Ted Schwartz, CFP® The biggest shift (and debate) during my decades in this business is the move from active management to passive. Active management means that your investment has a portfolio manager who is tasked with picking your investment from the universe of...
