Coronavirus and the Markets
Published: Wed, 02/26/20
Coronavirus and the Markets Usually when I think about Corona, images of sitting on the beach rela ing appear; however, with this Corona(virus), it is…
Capstone Investment Financial Group, LLC
A Message from Capstone Investment
Five Thousand Shades of Gray-Thoughts on ESG Investing
Published: Tue, 02/11/20
Five Thousand Shades of Gray-Thoughts on ESG Investing By Ted Schwartz, CFP® Well, after 25 years in the investment biz, I thought I would try to…
Making Optimum Use of Blueleaf
Published: Thu, 01/30/20
Making Optimum Use of Blueleaf By Ryan Turbyfill, MBA Many of our clients are very familiar with Blueleaf as Capstone started using this system for…
Chapter #4....What I've Learned So Far
Published: Thu, 01/09/20
What I’ve Learned So Far- Chapter 4 Beware the Black Swan By Ted Schwartz, CFP® Well, after 25 years in the investment biz, I thought I would try to…
New SECURE Act and How It Will Change Retirement Planning
Published: Thu, 12/26/19
The SECURE Act By Ryan Turbyfill, MBA The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law on Friday, December…
Chapter #3....What I've Learned So Far
Published: Fri, 12/20/19
What I’ve Learned So Far- Chapter 3 I’m Loss Averse and Proud By Ted Schwartz, CFP® Well, after 25 years in the investment biz, I thought I would try…
How Much Can You Contribute in 2020?
Published: Fri, 12/13/19
2020 Retirement Plan Updates from IRS Ryan Turbyfill, MBA IRS just announced increases to retirement plan contributions for 2020, some didn’t…
Good Beyond Expectations and Thankful
Published: Wed, 11/27/19
Good Beyond E pectations by Ryan Turbyfill, MBA As I write this a week before Thanksgiving, there is a lot to be thankful for. I would include the…
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…
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…