Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
August 2023: Your Money Matters
This month’s Your Money Matters newsletter contains helpful information about how inflation impacts your portfolio, why it's important to control your future by creating a will, understanding equity compensation, and insuring...
Read MoreYour Monthly Market Newsletter, July 2023
For the optimists among us, we were relieved to see some good financial news in June. U.S. stocks were up for the month and the quarter, although bonds didn’t fare as well. The S&P 500 defied recession fears and a U.S. banking...
Read MoreThoughts on the Debt Ceiling
We strive to keep you regularly updated with important market changes and news.Please find the Market Analysis from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This update provides an overview of...
Read MoreWhat Investors Need to Know About FDIC Insurance and SIPC.
About the U.S. Banking SystemWith recent headlines about two failed U.S. banks and their ripple effect throughout the banking sector, we want to summarize the latest information on this evolving event. We assure you we are monitoring...
Read MoreVeteran Advisors Denise Sowell and Keli Hazel Join Capitol Financial Solutions
Veteran Advisors Denise Sowell and Keli Hazel Join Capitol Financial Solutions
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Pursuit of Your Best Self – Tip #3
Pursuit of Your Best Self Practical Tips on How to Prepare for Life’s Challenges and Live Out Your Best Tip #3 Do you know that you can get a copy of your credit report from all three credit reporting agencies every 12 months for free?...
Read MorePursuit of Your Best Self: Tip #2
Pursuit of Your Best Self Practical Tips on How to Prepare for Life’s Challenges and Live Out Your Best Tip #2 Do a budget or at least track your living expenses One should always know what is coming in the door as well as what...
Read MorePursuit of Your Best Self: Prepare for Life's Challenges and Live Out Your Best Self
If you’re anything like me, you can sometimes get stuck in the rut of trying to be everything for everybody, often neglecting, forgetting, putting aside (whatever term you want to use) your own needs and desires for the sake of...
Read MoreWeekly Market Insights: Labor Numbers Reflect Uncertainty
Stocks closed mixed last week as signs of continued economic recovery and upbeat earnings helped some sectors while the struggles persisted for high-growth companies.The Dow Jones Industrial Average gained 2.67%, while the Standard...
Read MoreWeekly Market Insights: S&P 500 Rises Above 4,000
Overcoming a rocky start, stocks rallied into the close of a holiday-shortened week of trading as technology shares staged a powerful recovery and investors reacted positively to President Biden’s infrastructure spending...
Read MoreWeekly Market Insights: Rising Bond Yields Diminish Stocks
Stocks dropped amid rising long-term bond yields, with sharp declines in high-valuation growth stocks leading the overall market lower.The Dow Jones Industrial Average slipped 1.78%, while the Standard & Poor’s 500 declined...
Read MoreWeekly Market Insights: Unexpected Trading Rattles Market
Despite strong corporate earnings, stock prices closed lower after a volatile week of trading triggered by unprecedented activity in a handful of companies.The Dow Jones Industrial Average lost 3.27%, while the Standard &...
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