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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 6 – Tracking the Portfolio’s Progression

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

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

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...
Is Climbing the “Wall of Worry” Still an Option?

Is Climbing the “Wall of Worry” Still an Option?

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...
FLOW: Volume 3 – Taking the Financial Plunge into High Dividend Funds

FLOW: Volume 3 – Taking the Financial Plunge into High Dividend Funds

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...
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