Financial Advisor-Retirement Planning Colorado Springs
  • Home
  • Services
    • Services Overview
    • Restylement
    • Financial Planning
      • Financial Fingerprint™
      • 2024 Retirement Plan Updates from IRS
    • Retirement Planning
    • Investment Management
    • Risk Management
    • Wealth Management
  • How Are We Different?
    • Overview
    • Fiduciary
    • Our Core Values
    • Restylement
    • Methodology
    • The Capstone Client Experience
  • The Team
  • Resources
    • Useful Financial Tools
    • Economic Update
    • Capstone Podcast
  • Client Center
    • Advyzon
    • Schwab Alliance
  • Investment Strategies
    • MaxBalanced
    • ESG MaxBalanced
    • Earnings Momentum
    • Equality Funds
    • Exchange Traded Funds
    • Equity Income
    • Tagmata Value
  • Contact
Select Page
UMBC, Black Swans, and your Financial Health

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!

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

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 7 — One Month In; A Smaller Barrel

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 7 — One Month In; A Smaller Barrel

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 7 — One Month In; A Smaller Barrel

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...
« Older Entries
Next Entries »

How Much Risk Can I Tolerate?


RECENT POSTS

CATEGORIES

  • ABC Articles (1)
  • Archives (116)
  • Asset Change (3)
  • Capstone (54)
  • Changing Times (24)
  • ESG Investing (7)
  • Investing Fundamentals (29)
  • Portfolio Reporter (2)
  • Restylement (16)
  • Retirement (8)
  • taxes (3)
  • View on Market (19)

Capstone Investment . Colorado Springs © 2019
* The firm’s services are not available in all states and the firm may need to seek additional registrations before working with a client in a state in which it is not presently licensed.