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…
A Message from Capstone Investment
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…
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…
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…
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…
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…
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…
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…
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…
Published: Sat, 02/02/19
Dear Capstone Client, We write to inform you that you will not receive a Blueleaf report this week if you typically receive one. There is a technical…
Published: Tue, 01/22/19
Happy 2019! We look forward to serving you in the new year. As a result of being inspired by questions about market volatility and risk within…