Blog
August 2023: Retirement Readiness
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...
Read MoreToday's Advice: Markets Bounce Back
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...
Read More6/2 Market View Weekly
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...
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Great night for baseball!
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-
Read MoreQ1/2023 - Quarterly Market Recap
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...
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Nathan Weir is now a CFP®
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...
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Weekly Market Insights: Mixed Message Provokes Volatility
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...
Read More3 Investment Terms You Should Know
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...
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Weekly Market Insights: Erratic Holiday Trading Leaves Stocks in Doldrums
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...
Read MoreHelpful Info About Midterm Elections & Market Performance
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...
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Andrew King Awarded the Behavioral Financial Advisor designation
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...
Read MoreThe Inflation Reduction Act: What Does It Mean for You?
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...
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July Markets End on a High Note
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...
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May's Bumpy Ride Was Tiresome for All
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,...
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Charlotte Knights Baseball
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.
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2022 Contribution Limits
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...
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Are Capital Gains Taxes Changing?
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...
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The Underutilized Benefits of a Health Savings Account
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...
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Should You Use Your Retirement to Pay for College?
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...
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A Note About Inflation
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...
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Do You Qualify for the Child Tax Credit?
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...
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Nathan Weir Earns AIF® Designation
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...
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Video: Nathan Weir Discusses New Designation
Listen to Nathan Weir discuss his new designation. Congrats, Nathan!
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It’s the Perfect Time…
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...
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The American Jobs Act – 3 Potential Changes We’re Watching
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...
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Avoid Becoming the Bank of Mom and Dad
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...
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April Market Matters
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...
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Cashflow for the Kiddos!
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...
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COVID-19 Stimulus Package - What's Included?
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...
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Financial Resolutions for 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...
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Financial resolutions that are actually attainable.
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...
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The Holidays are Upon Us - Plan Ahead!
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...
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October Market Matters
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...
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Find your new Fall tradition
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...
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Disinfecting finances during quarantine
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...
Read MoreWeekly Market and Coronavirus Update with Phil Blancato
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...
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Information on reopening safely during COVID-19
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...
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Loaves and Fishes
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...
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Christmas Party
We love a Christmas Party! Merry Christmas to all of you!
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Giving Back
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...
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#Capitol Cares
Take a peek at this video montage of some of our favorite memories of helping out our communities.
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Charlotte Knights
Larry, Andrew, Shane and Brett at the Charlotte Knights baseball game. Always a fun time with this crew!
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2019 Red Nose Day
Capitol Financial Solutions offices in Raleigh, Richmond and Charlotte support Red Nose Day, ending child poverty one red nose at a time!
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2018 Holiday Party
Click to view photos from our 2018 Holiday Party
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Red Nose Day 2018
Celebrating Red Nose Day 2018! We’re coming together to change the lives of kids who need our help the most.
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Financial Planning Interview & Article
Shane Gurganus and Brett DiPasquale were interviewed for an article in Financial Planning Magazine about the growth of structured annuities.
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