Blog
5/26 Market View Weekly: By the Numbers
Debt Talks DominateStocks were weighed down for much of the week by stumbling debt ceiling negotiations, which appeared to reach an impasse at one point. Technology stocks, which have led the market this year, were under pressure as...
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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3/24 Market View Weekly: By the Numbers
A Turbulent Week for StocksThe stock market was unable to find sustained direction as investors weighed comments from Fed Chair Jerome Powell and Treasury Secretary Janet Yellen. Stocks initially rose as banking fears eased following a...
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Weekly Market Insights: FOMC Says Inflation is Still Too High
Concerns over a firmer monetary policy were heightened by fresh economic data, touching off a climb in bond yields and a slide in stock prices last week.The Dow Jones Industrial Average skidded 2.99%, while the Standard & Poor’s...
Read MoreStoring Your 4 Most Important Personal Documents
There are a few important documents that are imperative to know where they are at all times and ensure they are protected from theft and in case of emergency. Often times, these documents can be difficult to find when needed most, so...
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The Energy Conundrum: An Informative White Paper
The energy topic has been central to many conversations during ongoing market volatility this year, and for a good reason. Oil and natural gas prices have fluctuated widely in recent years. Additionally, nearly every aspect of the...
Read MoreMind Over Markets – A Behavioral Guide to Investing
When market volatility is headline news and account values start to fall, it’s easy to understand why investors get jittery. Even with a boatload of historical data to support us, in times of stress we all struggle to overcome...
Read MoreWhat is the Cost of Missing a Market Rebound?
Panic selling is not an investment strategy. Repeat: panic selling is not an investment strategy.Investors who pull the emergency brake and bail out during a market decline almost always lock in a loss on their investments. And if they...
Read MoreFed Keeps Pushing Rates Higher
Few investors should have been surprised when the Federal Reserve raised interest rates after its May meeting.Throughout April, Fed Chair Jerome Powell and several Fed Governors talked about the need to keep raising short-term rates to...
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Supply Chain Pain
The state of the global supply chain remains in focus for both Wall Street and lawmakers in Washington, DC. What could be causing the slowdown? Back in the 1980s, manufacturing companies adopted an approach called...
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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 (IRAs)...
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Ready for Medicare Open Enrollment?
Medicare’s annual open enrollment period begins October 15 and ends December 7. During this time, current Medicare beneficiaries have the option to adjust their coverage for the coming year. Any changes to your plan will go into...
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Distracted America
Over the last year, many have seen their lives impacted by the COVID-19 pandemic. The ways in which we work, live, and communicate have drastically changed, to say the least.It’s difficult to predict what other aspects of life...
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August Newsletter
July is in the books!For being the “dog days” of summer, we had a lot to talk about.Richard Branson, the billionaire founder of Virgin Group, led the first privately-funded spaceflight on July 12th. Amazon-founder Jeff...
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Life Events that Impact your Financial Plan in a Big Way!
When you have a major life event such as getting married, having a child, or buying a home, your financial situation and priorities may change. As your life changes, your financial decisions must stay in line with your goals, values,...
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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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Ways to Put Your Tax Refund to Work
Saving money is a bit like eating healthy, you know you should eat your veggies but it’s hard to resist indulging in something a bit more fun. Like making healthy choices, a tax refund can present the opportunity to splurge but,...
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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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American Rescue Plan – Stimulus Payments FAQs
On March 11, 2021, President Biden signed the American Rescue Plan into law. The law provides $1.9 trillion of stimulus to help the United States recover from the devasting economic and health impacts of the COVID-19 pandemic. The...
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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 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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Newly Announced IRS Retirement Plan Limits for 2021
Each fall the Treasury Department announces inflation adjustments to tax-advantaged retirement accounts and income limits for the following tax year. They recently announced contribution limits and changes for the 2021 tax year.For...
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Medicare Open Enrollment October 15-December 7!
As we roll into Fall, we wanted to send along a reminder that the Medicare annual open enrollment period begins October 15th and ends December 7th. During this time, Medicare beneficiaries can change their Advantage plan or Part D...
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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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August 2020: Retirement Readiness
A quick video on suggestions to make the most of your investments, activities to keep our brains sharp, a guided retirement route for women, and the impact of your mindset on your portfolio. Hope you enjoy, and as always, reach out...
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August 2020 Market Matters Update
While COVID-19 cases continue to rise globally, a bright spot on the horizon is continued vaccine development progress with 135 potential vaccines in testing with the possibility of being available by January. Unemployment rates are...
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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Mad City Money Event
4.5.19// Raleigh, NC: A group of our Capitol Financial Solutions financial advisors teamed up with The Exploris School, Coastal Credit Union and a room full of volunteers from local businesses, as well as, parents of Exploris kids for...
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Corbin Oliver Earns CERTIFIED FINANCIAL PLANNER™ Designation
Corbin Oliver has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal...
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Team Insights
Listen to my first Vlog, with Trevor Lawson, regarding market conditions.
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NCAA Tourney 1st Round Matchups
This time on our all ACC sports blog, I interview Daron Vaught, Executive Producer of The David Glenn Show at Curtis Media Group. We discuss 1st round match-ups and beyond for some of the schools represented by our team here at CFS...
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Which ACC Team had the most impressive bowl victory?
After a most impressive showing in the 2016-2017 bowl season (9-3 record and a National Champion to bout) the ACC had claimed the top spot among conferences in the bowl season, affirmed by an ESPN article titled "All hail the ACC, the...
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Great experience working with Inter-Faith Food Shuttle
On Friday, I joined several members of our firm as we packed up 40-60 grocery bags with healthy food and snacks from Inter-Faith Food Shuttle at 1001 Blair Drive in Raleigh, and delivered them to a senior living community nearby. The...
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In remembrance of my Grandfather - March 6, 1933 - March 19, 2017
Last Tuesday, the large sanctuary at Resurrection Lutheran Church was almost completely filled as friends and family gathered to celebrate a life well lived by my Grandpa. While everyone was saddened by the fact that we miss him, we...
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Thank you to all our firefighters
Two Thursdays ago at around 10:00 PM both local and national news outlets were reporting on a frightening scene in downtown Raleigh as a new, uninhabited apartment building under construction at 400 W North Street went up in flames. As...
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ACC Tournament viewing party is a success!
For a couple of days every year in early March it seems as though everything is briefly put on hold in the Triangle as all eyes turn towards the closest television for the ACC Men’s Basketball tournament. I can even remember T.V...
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Achieving Client Excellence Award
I feel blessed to have had such a momentous year at Capitol Financial Solutions. When I began this career, I was extremely excited to have the opportunity to learn from a team of world-class advisors. I was also eager to go out into...
Read More7 Advisors at Capitol Financial Solutions Earn New Professional Designations in 2016
7 Advisors at Capitol Financial Solutions Earn New Professional Designations in 2016 Raleigh, NC, January 23, 2017 – Capitol Financial Solutions, a full service financial services firm with offices in Raleigh and Charlotte, NC,...
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