We wish you a warm welcome to our new blog, where we hope to keep you informed and “tell it like it is” in a manner which is rare in the financial services world. While most of the financial world is focused on the sales pitch du jour, as an independent Registered Investment Advisory we focus on our clients and their best interests. We do not sell investments for a commission, so we can focus solely on trying to make client accounts grow to meet their objectives. Our revenue is directly linked to client’s account performance, so we always need to have our client’s best interests at heart – they are the same as our best interests.

As a result, we intend to use this space to keep you apprised about how we see the economy, the opportunities for meeting your financial objectives, and direction of the financial services industry. We will pull no punches in trying to keep you informed in a unique and entertaining way. We hope you enjoy this blog as we move forward and please feel free to share your feedback with us.

Ted Schwartz, President of Capstone Investment