At Capstone, we believe in long-term investing—focusing on strategic growth rather than short-term market swings. However, we also understand that staying informed is essential for many of our clients. That’s why our client portal, Advyzon, provides real-time access to portfolio performance, account details, and investment insights anytime you choose to log in.
Each Sunday, Advyzon automatically sends out a weekly email summarizing how your accounts performed over the past week. While some clients appreciate this transparency and frequent updates, others find that weekly fluctuations—especially in volatile markets—can be unnerving or distracting from their long-term investment goals.
We want to ensure that you’re receiving updates in a
way that best suits your financial mindset. That’s why we offer three options for your Advyzon notifications:
- Continue with weekly emails – If you prefer staying up to date each week, no changes are needed.
- Switch to monthly updates – A broader perspective can help smooth out short-term volatility and keep the focus on long-term progress.
- Turn off email notifications completely – You can always log in
to Advyzon whenever you want to review your accounts at your own pace.
If you’d like to adjust your settings, let us know, and we’d be happy to make the change. Our goal is to provide the right level of communication for you—whether that means staying closely informed or stepping back to focus on the bigger picture.
As always, if you have any questions or would like to discuss your portfolio, don’t hesitate to reach out.
