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Thursday, April 18, 2024

Whether you’re newlyweds or have celebrated many anniversaries, you already know you can accomplish more working together towards the same goal. The same goes with retirement savings. Both spouses can and should be involved in...

Tuesday, February 20, 2024

Fewer things are more reliable than Tax Day, even if the deadline has shifted around a bit in recent years. This year, it’s April 15th for most taxpayers, and recent legislation changes include substantial increases to...

Wednesday, December 13, 2023

We love a holiday party! A big shout out to all our clients and friends who joined us for a great night of fun, laughter and music. Merry Christmas!

Thursday, November 16, 2023

November has arrived. At the start of this month, all eyes were focused on whether the Federal Reserve (Fed) would hike interest rates for a fifth time this year or hold rates steady. The Fed’s decision to leave interest rates...

Tuesday, October 10, 2023

Our recent happy hour was made all the more enjoyable with your company. We can't express enough how much we appreciate your presence and the good times we shared. Here's to more gatherings and good times in the future!

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Wednesday, August 16, 2023

Our newsletter this month features a video exploring the facts about early retirement, and helpful articles about challenges women face when planning to retire, the importance of making sure your retirement accounts are working in...

Saturday, July 15, 2023

Investing involves risk. We all know that, but it doesn’t make it any easier to bear the endless supply of distressing headlines. Between skyrocketing inflation, bank closures, and a few years of market turmoil, it’s been...

Tuesday, June 6, 2023

We strive to keep you regularly updated with important market changes and news.Please find this week’s Market View Weekly from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This commentary provides...

Wednesday, May 24, 2023

I had the pleasure of hosting some of my great clients and friends a Charlotte Knights baseball game. Thank you to everyone who joined us! Here are some photos from the event-

Tuesday, May 2, 2023

We strive to keep you regularly updated with important market changes and economic news. Please find the most recent Quarterly Market Recap from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This...

Thursday, April 20, 2023

Nathan Weir, Financial Planner, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification...

Saturday, April 1, 2023

Modest gains in major market indices masked sharp volatility amid the uncertainty arising from mixed messages emanating from public officials and revived banking fears. The Dow Jones Industrial Average gained 1.18%, while the Standard...

Tuesday, February 28, 2023

Even if you’ve been investing for years, the language of investing can sometimes feel confusing. Getting a better grip on investing terminology (which is often a complex combination of legalese, colloquialisms and slang) can help...

Sunday, January 8, 2023

In a holiday-shortened week, erratic trading left stocks marginally down for the week.The Dow Jones Industrial Average lost 0.17%, while the Standard & Poor’s 500 slipped 0.14%. The Nasdaq Composite index fell 0.30%. The MSCI...

Thursday, November 10, 2022

It is hard to believe we are in the midst of yet another election cycle. With inflation soaring, economic growth slowing, and extremely choppy markets, midterm elections seem like an afterthought. But on Tuesday, November 8th, 435...

Tuesday, November 1, 2022

Andrew King has long recognized the positive benefits of behavioral finance and emotional competence in helping clients make better decisions with, and about, money in the presence of competing priorities and emotions that are sometimes...

Thursday, September 15, 2022

As you probably heard on the news, President Biden signed the Inflation Reduction Act of 2022 on August 16. Among other things, the legislation includes various initiatives such as locking in the American Rescue Plan health coverage...

Monday, August 15, 2022

July was yet another month of roller coaster ups and downs, marked by continued consumer concerns about supply chain issues and higher costs for goods and services. The weather wreaked havoc in many parts of the country, as torrential...

Monday, June 13, 2022

Welcome to June!What a relief to have May in the rearview mirror after a volatile month (in both the markets and the headlines). Surprisingly, despite weeks of negative performance, the major stock indexes actually finished flat,...

Tuesday, May 17, 2022

We take every opportunity to have a fun time with our clients! I was thrilled to treat a few clients to a recent Charlotte Knights game.

Tuesday, May 3, 2022

Wednesday, February 2, 2022

Wednesday, January 19, 2022

Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022. Staying put for 2022 are traditional Individual Retirement Accounts...

Wednesday, December 8, 2021

Wednesday, November 17, 2021

There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes.One of the proposals Congress is considering sets the top rate for taxing...

Tuesday, October 19, 2021

Healthcare can be one of the priciest yet essential parts of life’s journey. And yet, many struggle to utilize the financial tools that may help. Take Health Saving Accounts (HSAs), for example.In 2019, 55% of those with HSAs...

Monday, October 4, 2021

Educational attainment is a bedrock of the American Dream. We all want our kids to do better than us, and we’ll do anything to help them achieve that! There are dreams, and then there’s reality: college costs have exploded...

Friday, September 17, 2021

As the economy continues to recover from the effects of the pandemic over the past year, you may have noticed the term ‘inflation’ coming up in the news. But don’t let it scare you! The fact is, some inflation is...

Wednesday, August 18, 2021

There are no two ways around it: childcare is expensive! In many cities, it can cost nearly as much as the mortgage or rent payment, which puts parents in a Catch-22: they have to work to afford childcare, but they need childcare in...

Monday, August 2, 2021

Charlotte, NC (August 2, 2021) – Nathan Weir, of Capitol Financial Solutions has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™ (the Center), the...

Sunday, August 1, 2021

Listen to Nathan Weir discuss his new designation. Congrats, Nathan!

Tuesday, July 20, 2021

Summer brings the perfect time for BBQs with friends, fun in the sun, and making memories at the beach or pool. With the first half of the year in the rearview mirror, summer also gives us a chance to perform a mid-year assessment on...

Thursday, June 17, 2021

Recently, there’s been a lot of noise about the Biden Administration’s American Jobs Plan, commonly referred to as the ‘infrastructure bill.’ We’ve heard a lot about infrastructure over the few years, and...

Friday, May 14, 2021

You spend your whole life raising your children to be self-sufficient. You give them your time, your love, and your money to set them up for success. So, what do you do when your now-adult-child asks for financial aid?As more baby...

Friday, April 16, 2021

The U.S. continues to make progress against COVID-19 with many businesses reopening across the country. Vaccine eligibility has widened or will soon be widened in all 50 states, over 3 million vaccine doses are being administered...

Thursday, March 18, 2021

We always hope our clients feel confident discussing money with their families. The truth is, talking about money can be uncomfortable! Where do you begin? What’s the right age? The good news is, it’s never too early to...

Friday, February 19, 2021

Recently, the U.S. Senate and House of Representatives overwhelmingly passed a $900 billion COVID-19 relief bill that provides greater unemployment benefits and additional stimulus payments to individuals and families, as well as more...

Wednesday, January 20, 2021

We wish you a happy new year! Despite a crazy year or perhaps because of it, many Americans will be making financial resolutions for 2021. If you’d like to put some of this year’s focus on financial goals but haven’t...

Friday, December 18, 2020

We wish you a very happy new year! As we close in on year-end, a common topic of conversation amongst friends and family is what resolutions they vow to make in the new year. One of the top kind of resolutions deal with finances in...

Friday, November 20, 2020

As the leaves fall and the sweaters come out, autumn is typically the time of year when many are feeling the financial effects of vacation-packed summers. This year there’s likely an additional element impacting you...

Thursday, November 19, 2020

Wednesday, October 14, 2020

Despite a shift in focus towards the fast-approaching presidential election, vaccine development remains a source of good news. Moderna – one of the leading COVID-19 vaccine developers – stated that it will not enforce...

Wednesday, September 16, 2020

Hopefully, you and your family have found ways to enjoy the summer, despite the ongoing pandemic. As the calendar turns to September, we’re looking forward to the cooler days! The way the last few months have been can make your...

Tuesday, August 25, 2020

Thursday, August 13, 2020

How many hours have you spent at home sheltering in place because of the global coronavirus pandemic? It’s not very exciting to sit around inside, but all this social distancing does open up a convenient opportunity to review...

Tuesday, July 28, 2020

We’re continuing to monitor the markets as well as the impact the novel coronavirus COVID-19 is having on them around the world. In the meantime, we’re doing everything we can to provide useful, accurate information to our...

Tuesday, July 28, 2020

It’s been a long couple of months for all of us as we’ve been dealing with the impact of the COVID virus, and folks seem both excited and anxious about starting down a path toward normalcy again. Because of this, we want...

Monday, June 29, 2020

Thursday, May 28, 2020

Wednesday, January 1, 2020

As avid believers in giving back to the community, we hosted a Holiday Food Drive throughout the 2019 holiday season. We are partnered with L O A V E S & F I S H E S with hopes of helping them provide a week’s worth of nutritious...

Friday, December 20, 2019

We love a Christmas Party! Merry Christmas to all of you!

Monday, November 18, 2019

Robert and Dawn Turner are proud contributors to Virginia Tech's Beyond Boundaries Scholars Program. This program allows donors to double the impact of certain types of scholarship gifts by triggering a match from the university. Since...

Thursday, July 18, 2019

Take a peek at this video montage of some of our favorite memories of helping out our communities.

Thursday, June 13, 2019

Larry, Andrew, Shane and Brett at the Charlotte Knights baseball game. Always a fun time with this crew!

Thursday, May 23, 2019

Capitol Financial Solutions offices in Raleigh, Richmond and Charlotte support Red Nose Day, ending child poverty one red nose at a time!

Thursday, December 20, 2018

Click to view photos from our 2018 Holiday Party

Monday, July 23, 2018

Thursday, May 24, 2018

Celebrating Red Nose Day 2018! We’re coming together to change the lives of kids who need our help the most.

Thursday, May 24, 2018

Monday, April 30, 2018

Shane Gurganus and Brett DiPasquale were interviewed for an article in Financial Planning Magazine about the growth of structured annuities.