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...
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...
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...
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...
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...
