by admin | Dec 7, 2015 | Investing Fundamentals
Many people believe that doing well, or simply doing the right thing means losing out or under-performing. Realistically, this is not the case. Those who are ardently determined to do well are often willing to give up a bit of a return. This has led mainstream...
by admin | Dec 2, 2015 | Capstone, Investing Fundamentals
Thanksgiving has come and gone and many of us likely found ourselves partaking in the elaborate spending process of Black Friday and Cyber Monday to prepare for the holidays. Grandiose sales and deals can be enticing, but in order to plan for a life a restylement, one...
by admin | Nov 10, 2015 | Investing Fundamentals
Working with so many individual business owners, it’s easy to gain a respect for their ability to have a vision and execute on opportunities. At Capstone, what we aim to do is help these business owners and entrepreneurs carry over their knowledge and acumen into...
by admin | Oct 30, 2015 | Investing Fundamentals
As an individual investing in a 401k, there are many things you can do to ensure that you get to a healthy retirement: saving more, working longer, and certainly using a Dynamic portfolio that relates more to wealth rather than last year’s hot investment. For those...
by admin | Oct 19, 2015 | Investing Fundamentals, View on Market
Were you one of the many individuals who sold stock when the market began to sink in 2008? How much had the market fallen before you sold? These are two good questions to ask yourself, as the best way to predict your willingness to take future risks is to analyze how...
by admin | Sep 28, 2015 | Investing Fundamentals
Helping people fulfill their goals and accomplish their dreams is a wonderful profession to be in. In my career, one of the primary areas of focus is retirement. Clients are continually asking if and when they can retire and how long they can go before they will run...