November officially launches the celebratory season spent with family and friends. If you are checking in with the news you know the markets have some interesting activity going on. If you’re a little uneasy and want to chat give us a call. We always like to discuss impending change and your investment strategy. If you haven’t already, please spend a moment to take a quick survey to help us in our reflective practices. Use this LINK. We would love to hear about your experience with Capstone and appreciate your feedback.

Rocky Mountain Women’s Film Festival – Win Tickets!

For many years Capstone has proudly supported the Rocky Mountain Women’s Film Festival. In its 31^st year, The Festival, which takes place November 9^th through the 11^th continues to bring to Colorado Springs powerful films that celebrate the drive, spirit, and diversity of women.

We would like to share the festival with you. IF you “like” the Capstone Facebook page (if you don’t have Facebook send an email to hhienton@capstoneinvest.com) by 2 pm on Friday November 2^nd. We will put you in a drawing to win a pair of Friday night Gala, Saturday full day, Saturday night, or Sunday full passes. Hillary will contact the winners before 5 pm on November 2^nd. It is an incredible event and certainly not one to miss.

The Feelings of Risk

Ahhh… that confident feeling when you open your investment performance report and see an increase in the value of your account. You might feel pride remembering how much you saved or security in the thought of the potential increase over time. On the other side of the spectrum is the uncertainty when a performance report comes your way and you’ve experienced losses. You might feel panicked or confused in the moment trying to remember what you are invested in and unsure how your accounts are doing relative to the markets.  You cannot deny how changes in the market impact emotions. Below are three things to keep in mind when we are experiencing fluctuation in the market.

1. Your investments fund your financial goals – Keep in mind that you save and invest to serve your goals, which typically last for years and decades not weeks and months.

2. Your investments at Capstone are designed according to your risk tolerance. At Capstone we use software called Riskalyze that uses a series of questions to gauge your risk tolerance using the concepts of behavioral finance. We then craft an efficient portfolio that aims to maximize potential returns and minimize potential risks.

3. Consider perspective. Markets go up about two-thirds of the time and go down about one-third of the time. However, it is uncommon for markets to not go up over longer time periods. Your account is built for the long run so consider trying to keep your focus on the long haul rather than the bumps along the road.

Social Media – blogs (Interesting and Digestible)

Please follow us on Facebook and Twitter. We strive to create and share content that is relevant and digestible along with some community events. If there is something, in particular, you would like to see, please let us know. We hope our efforts are interesting and engaging.

We look forwarding to seeing you and serving you. If there is anything we can be of assistance for, please reach out. It is our pleasure to help in any way we can.