by admin | Sep 4, 2020 | Archives, Capstone, View on Market
To say the least, it has been quite a year and we still have 4 months to go. From the fastest bear market decline in history (a drop of 20% or more for recent high), to a market bottoming in late March, to an ongoing market rally that I think has surprised even the...
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 | Feb 3, 2016 | Capstone, View on Market
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 one of our series focuses on the pros and cons of...
by admin | Nov 5, 2015 | View on Market
Have investors lost interest in General Electric after the departure of Jack Welch? It certainly appears so. A recent article in Fortune Magazine, For GE, Breaking Up is Hard To Do, indicates that investors have lost their enthusiasm for the once high-flying behemoth....
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 | Mar 1, 2013 | Archives, Capstone, View on Market
by Ted Schwartz As we near new “all-time highs” for the Dow Jones average, the financial services community seems about to throw a party. I say leave the champagne on ice! I don’t want to be a curmudgeon, but….. The very lowest bar for any investor is the rate of...
