Our objective in working closely with our clients is to craft a tailored investment strategy which operates as a dynamic blueprint designed to help them reach their financial goals.
Janet Kim Sing
I cannot stress strongly enough how important it is for everyone to have a valid will, as well as to select a person to act as Power of Attorney for them.
Maria Dawes
We have established that not only is it okay to have a retirement plan in place, but that planning is in fact good and effective stewardship. So, what does someone approaching retirement need to do to be prepared?
A good steward thinks generationally. While Proverbs 13 supports leaving an inheritance to your children, I believe that what this ultimately looks like requires a great deal of wisdom.
During this past quarter, portfolio managers at Capstone had the opportunity to attend the annual CFA conference in London, England, along with economists and financial professionals from all over the world. The theme was “Disruption” and the time was spent exploring the various risks present in the global market and how these could manifest themselves to “disrupt” markets and ultimately investor portfolio returns.
Capstone Asset Management
Now and then, I’ll meet with a client who is reticent to talk about goals or planning strategies because they feel that in so doing, they are not relying on God’s provisions. But here is what the Bible says when it comes to planning: "Suppose one of you wants to build a tower...
With the baby boomer generation hitting retirement, determining how much wealth needs to be accumulated before big life events, such as retirement, is a question that I spend a lot of time working through with individuals and couples.
Retirement is a phase of life that many look forward to with so much anticipation that they know the exact date that they plan on retiring.
“Do your giving while you’re living so you’re knowing where it’s going.” It’s a catchy phrase that you may have heard and while the concept is seemingly simple, implementation can often be a bit more complex.
