by admin | Aug 2, 2016 | Capstone, Portfolio Reporter
SUMMARY At this point in the economy, stock market growth is unlikely without earnings breaking out of its two-year lull. In this edition, we will cover the most significant drivers indicating the current status of the market. Second, we will offer a Strengths,...
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...
by admin | Feb 5, 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 two of our series takes a look at the positives and...
