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FLOW: Volume 7 — One Month In; A Smaller Barrel

FLOW: Volume 7 — One Month In; A Smaller Barrel

by admin | Mar 11, 2016 | Capstone, Investing Fundamentals

In our most recent series written by Jamie Cornehlsen, Denver CFA and founder of Capstone, FLOW examines how we seek out investments and make selections based on current market trends and future forecasts. Part seven of our series unveils the significance of obtaining...
Investing in Opportunities – The Key to Identifying Ideal Outcomes

Investing in Opportunities – The Key to Identifying Ideal Outcomes

by admin | Nov 10, 2015 | Investing Fundamentals

Working with so many individual business owners, it’s easy to gain a respect for their ability to have a vision and execute on opportunities. At Capstone, what we aim to do is help these business owners and entrepreneurs carry over their knowledge and acumen into...
How Smart People Lose Money… Understanding Risk Management to Save Your Investments

How Smart People Lose Money… Understanding Risk Management to Save Your Investments

by admin | Sep 18, 2015 | Capstone, Investing Fundamentals

Financial risk is associated with the permanent loss of money. In order to measure the amount of risk a client is dealing with, advisors use maximum drawdown to measure the largest single drop from peak to bottom in the value of a portfolio. It also helps to offer...

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.