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The purpose of our blog is to provide a medium for us to discuss financial planning insights, current events, and how specific financial topics may affect someone's comprehensive financial situation. Our goal is to post regular updates and we welcome subjects or financial areas on which we can discuss. Please send us your suggestions and viewpoints to blog@capfin.net.

 

Tuesday, September 12, 2017

Equifax’s recent database breach has many concerned about the implications. As such, we are writing to share some information about the break, Equifax’s current course of action, and, most important, what you can do to...

 

Thursday, August 11, 2016

June was Alzheimer’s and Brain Awareness Month and when I became aware of that fact, I started to reflect upon the specific challenges that Alzheimer's disease presents. Once a family member has been diagnosed with...

 

Wednesday, May 4, 2016

The 2015 hit movie “The Big Short” was a fascinating tale of how our capital markets operate which gave an intriguing look into the making of the 2008 credit crisis. The movie was not only entertaining but also illuminated...

 

Tuesday, March 8, 2016

An assessment of an investor’s risk tolerance is a commonly employed aspect of portfolio management to help determine an appropriate investment allocation. In theory, risk tolerance guides the proper target risk/reward trade-off...

 

Wednesday, October 7, 2015

As I write this, we are in the midst of intense volatility in the stock markets. No matter how much you have invested in stocks, it is nearly impossible to avoid a feeling of anxiety and concern in times like these. It is especially...

 

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Tuesday, September 1, 2015

The impact on a household dealing with a serious long term illness, such as cancer or a stroke can be a drain of epic proportions, both financially and mentally. Although there are ways to prepare for this type of hardship, such as...

 

Tuesday, August 4, 2015

If I told you that you had a 1 and 10,000 chance of dying this year, would it help you decide to buy life insurance? When I first pondered this question, my analytical mind naturally starting churning statistics. I said to myself,...

 

Monday, July 6, 2015

Will I Have Enough? This is often a pivotal question behind financial stress and a driving force for financial planning. Not surprisingly, a flood of professionals, tools, and products exist to address such profound fears. Each one...

 

Monday, April 13, 2015

We all know we are supposed to have cash for a rainy day. Things happen and you want to have cash (and cash equivalents) that you can access quickly and have certainty that it will be there. Many “financial gurus” focus on...

 

Wednesday, April 1, 2015

New tidings are at our firm’s door steps as we begin a new year. For starters, we initiated a blog to coincide with our new financial planning website. Even more exciting was that two of our planners were expecting a child in...