UMBC, Black Swans, and your Financial Health

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...

Active versus Passive……versus Common Sense!

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...

FLOW: Volume 7 — One Month In; A Smaller Barrel

by admin | Mar 11, 2016 | Capstone, Investing Fundamentals

In our most recent series written by Jamie Cornehlsen, Denver CFA and founder of Capstone, FLOW examines how we seek out investments and make selections based on current market trends and future forecasts. Part seven of our series unveils the significance of obtaining...

FLOW: Volume 6 – Tracking the Portfolio’s Progression

by admin | Feb 24, 2016 | Investing Fundamentals, Restylement

In our most recent series written by Jamie Cornehlsen, Denver CFA and founder of Capstone, FLOW examines how we seek out investments and make selections based on current market trends and future forecasts. Part six completes our series by taking a closer look at the...

FLOW: Volume 5 – Understanding Price Movement

by admin | Feb 19, 2016 | Capstone, Investing Fundamentals

In our most recent series written by Jamie Cornehlsen, Denver CFA and founder of Capstone, FLOW examines how we seek out investments and make selections based on current market trends and future forecasts. Part five of our series dives deeper into portfolio...

FLOW: Volume 4 – Building a Strong, Sustainable Portfolio

by admin | Feb 17, 2016 | Capstone, Investing Fundamentals, Restylement

In our most recent series written by Jamie Cornehlsen, Denver CFA and founder of Capstone, FLOW examines how we seek out investments and make selections based on current market trends and future forecasts. Part four of our series uncovers the various reasons why...