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Active versus Passive……versus Common Sense!

Active versus Passive……versus Common Sense!

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...

What Did You Do in the Last Stock Market Downturn?

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...

How Much Risk Can I Tolerate?


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* The firm’s services are not available in all states and the firm may need to seek additional registrations before working with a client in a state in which it is not presently licensed.