We Are Fiduciaries!
At Capstone, all advisors and employees are required to act as Fiduciaries and make recommendations based on the client’s best interest. We go a step further and advise on what we would do personally given the same set of circumstances.
Holistic Financial Planning
By Ryan Turbyfill, MBA Financial Advisor We tend to focus a lot of our conversations and articles on the economy, the stock and bond market and as Lindsey jokes, I could talk for days about the Yield Curve (don’t get me started). While we take our responsibility and...
The Market Still Hates Uncertainty
By Ted Schwartz It is halfway through 2018 and nobody has investment returns to smile about. Last year we had the calmest and most rewarding of markets. Everything seemed to do well and there was never a need to be worried. After a good January this year, everything...