What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a surprise. So keep checking in. We’re glad to have you reading along!
Wednesday, March 15, 2023
We wanted to take this opportunity to address concerns that we have heard regarding the stability of the financial industry and, in particular, Charles Schwab - the custodian for many of our client's accounts.First, while we believe...
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Tuesday, January 10, 2023
In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...
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Chelsea Perez |
Friday, November 19, 2021
This is a friendly reminder that the Capstone Triton office will close next week, Wednesday November 24th through Friday November 26th for the Thanksgiving holiday. Our office will reopen for normal office hours on Monday November 29th...
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Monday, November 1, 2021
What motivates you to wake up and go to work? I love getting to come to work everyday and be challenged and creative all at the same time. I enjoy creating original content for our pages as well as learning everything that comes with...
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Monday, October 18, 2021
What motivates me to wake up and go to work? I get satisfaction from working with and serving others. Plus, I love my job and the people I work with. What do you do at Capstone Triton? I assist our advisors in providing exceptional...
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