How to Roll a Snowball Uphill

How to Roll a Snowball Uphill

by | Jul 25, 2023 | Archives, Restylement

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!

We Are Fiduciaries!

by | Jun 26, 2023 | Archives, Capstone, Investing Fundamentals

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–What Changed???

Secure Act 2.0–What Changed???

by | Jan 6, 2023 | Archives, Investing Fundamentals

By Ryan Turbyfill, MBA  Financial Advisor While we were enjoying the holiday season, Congress was busy passing an omnibus spending bill that included the Secure Act 2.0. This has many significant changes to many clients financial planning in one aspect or another,...
2022 Retirement Plan Updates from IRS

2022 Retirement Plan Updates from IRS

by | Nov 8, 2021 | Archives, Retirement

Capstone Investment Financial Group IRS just announced increases to retirement plan contributions for 2022. Some didn’t increase, others did slightly. Below are the increases per the IRS increase for 2022: *Depending on Defined Contribution (401k), higher limits maybe...
My Two Passions

My Two Passions

by | Aug 31, 2020 | Archives, Capstone, Changing Times

By Ryan Turbyfill, MBA I was talking with Ted Schwartz last week about Capstone’s next article and we discussed how investing and financial planning are a lot like training for an endurance racing event.  As some of you may know, one of my great passions outside...