by admin | Feb 12, 2016 | Capstone, Investing Fundamentals
By Ted Schwartz, CFP® From March of 2009 until 2015, the stock market climbed a “wall of worry”, rising dramatically throughout the six-year period. In the wake of the strongest financial crisis since the Great Depression, we experienced great unknowns as we embarked...
by admin | Feb 10, 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 three of our series evaluates how increasing risk and...
by admin | Feb 5, 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 two of our series takes a look at the positives and...
by admin | Jan 20, 2016 | Investing Fundamentals
One of the most frequent behaviors in 401-K plans is for participants to move their money to the fund choices that did best in the past year. It is a good use of common sense — to think that the fund that did better has a smarter manager and is a better place...
by admin | Jan 6, 2016 | Investing Fundamentals
For many individuals, financial investing and philanthropy aren’t often placed in the same category; however, more shareholders are turning to a new method of investing that merges values and promising financial returns together. Impact investing, otherwise known as...
by admin | Dec 16, 2015 | Changing Times, Investing Fundamentals
Preparing for retirement can often be difficult. As individuals, we have very limited ability to see ourselves in the future, including what our healthcare expenses may be or any hiccups that may occur, such as a job loss. Because we lead such busy lives, most...
