Procrastinate No More: Why an Updated Will and Estate Plan are Crucial
Let’s talk about the elephant in the room: estate planning. It’s not exactly everyone’s favorite topic, but it’s crucial. Without an updated will and estate plan, your loved ones could face unnecessary stress and uncertainty in the event of...
How to Roll a Snowball Uphill
By Ryan Turbyfill, MBA Financial Advisor As with many parts of our country, it has been very hot here in Colorado. The other day as the thermometer soared, I saw a social media post that made me laugh: “Thankfully it’s not snowing, can you imagine...
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.
