Chapter #2...It's the Blog
Published: Fri, 11/15/19
Do We Invest to Make You Rich? What I’ve Learned So Far- Chapter 2 By Ted Schwartz, CFP® Well, after 25 years in the investment biz, I thought I would…
Capstone Investment Financial Group, LLC
A Message from Capstone Investment
Donating Wisely
Published: Thu, 10/31/19
Three Smart Ways to Give to Charity by Ryan Turbyfill Charities and Non-Profits fill a much-needed gap left by the Government and Public Sector to…
What I've Learned So Far - Chapter 1
Published: Mon, 10/21/19
What I’ve Learned So Far- Chapter 1 Take e perts’ advice with more than a grain of salt By Ted Schwartz, CFP® Well, after 25 years in the investment…
Quarterly Economic Update
Published: Tue, 10/08/19
In this Q3 recap: the U.S. and China intensify their trade dispute, but agree to negotiate again, the Federal Reserve cuts short-term interest rates…
State of the Company
Published: Thu, 09/12/19
Introduction Capstone’s core values are e pressed as RIPE; Respect for the client, the Individual comes first, Process is centric, and Ethically…
August...Back to School and Volatility!
Published: Thu, 08/15/19
“Be Fearful When Others Are Greedy and Greedy When Others Are Fearful” -Warren Buffett August has not only has brought kids back to school, but also…
Tending To Your Garden
Published: Mon, 04/01/19
It is April. It is spring. It is the season of new beginnings and of rebirth. There is more daylight and the birds are returning. It is a great time…
Importance of Scheduling a Meeting With Your Advisor
Published: Mon, 03/11/19
March has a little bit of everything. International Women’s Day was March 8th. Day Light Savings was on the 13th; hopefully you adjusted well. If you…
For the Love of Saving
Published: Tue, 02/12/19
February is the month of love and we bring to you what we love about saving and investing. We Love An Increase In Retirement Savings We love saving…
Blueleaf Restored
Published: Mon, 02/04/19
Dear Capstone Client, We are pleased to share that the connection between TD Ameritrade and Blueleaf is restored and your fi ed income holdings are…