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.
Secure Act 2.0 Brings Changes to Retirement
By Ryan Turbyfill, MBA Financial Advisor The SECURE 2.0 Act is legislation that substantially changed retirement account rules. The main objective of this new law is to encourage more workers to save for retirement. Some requirements are currently in place or will...