Your Local Resource for Expert Financial Guidance and Support

Market Update: What It Means for you

As we wrap up the first quarter of 2025, the economy is still dealing with rising prices and global trade issues—both of which could impact your wallet. Inflation remains high, with everyday costs up 2.8% compared to last year. That means groceries, gas, and other essentials may still feel expensive. Meanwhile, new tariffs—like a 25% tax on auto imports—are driving up costs for businesses, which could eventually trickle down to consumers.

People are feeling less confident about the economy as they adjust to higher prices and an unpredictable market. Stocks have taken a hit this year, with the S&P 500 down 4.59% and the Nasdaq dropping 10.42% for 1st quarter, making investors more cautious. However, bonds have performed well, gaining 2.74% so far for the quarter, providing some stability for those with diversified investments.

What does this mean for you? If you’re investing, now’s a good time to make sure your portfolio is balanced. If you're budgeting, expect prices to stay elevated for a while. And if you're thinking about a big purchase—like a car—be aware that tariffs could make them more expensive in the months ahead.

*SP 500, Nasdaq and US Aggregate Bond Index can not be invested in directly

Helping Rebecca Find Clarity in Chaos

As financial advisors, we’ve learned that our job extends far beyond managing investments and maximizing returns. True financial advising is about providing clarity, structure, and confidence—especially when clients are going through life’s most challenging moments.

Rebecca’s Story: A Client in Crisis
Not long ago, Rebecca (not her real name) came to Capstone in a state of complete overwhelm. She was facing a whirlwind of personal challenges—a sudden move, the loss of her job, and the passing of a parent. When she arrived at the office, she was carrying a bag filled with unopened mail, her financial life buried under grief and uncertainty.

She sat across from me, visibly exhausted, admitting that she had no idea where to start. Her financial responsibilities felt insurmountable, and she needed more than just number-crunching—she needed someone to help her regain control.
 

🍿Must-See Award Winning Short Films, April 11

Grab the popcorn and join us on April 11 for a evening of award winning film shorts at Stargazers Theatre in Colorado Springs. This one night only program presents a lineup of some of the most decorated short films of the year. Capstone is a proud sponsor of this popular event put on by Rocky Mountain Women's Film. This highly anticipated event sells out every year so don’t miss out on the fun! Get tickets and info here. 

Pictured at Top:  Benson Sculpture Garden, Loveland, CO. Photo by Debbie LeBleu via Facebook.

Capstone built our reputation on friendly service, impeccable ethics, and respect for every client. Our clients’ needs drive our relationship, and the focus is always on you. We strive to be highly responsive to your requests and are skilled at creating solutions customized to your goals, values, and situation.  Reach out anytime with questions. We're happy to help!

Capstone Investment Financial Group, LLC

Colorado Springs/Denver

719-477-9883

info@capstoneinvest.com