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!
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read MoreWhat motivates you to wake up and go to work? I like my job, clients and coworkers. What do you do at Capstone Triton? I’m the Senior Advisor Assistant. I build relationships with clients to provide them the best possible...
Read More
I love the ever-changing aspects of the financial markets and how they impact our decisions to effectively manage client assets. There is always something going on in the world that makes are industry challenging and so exciting. My...
Read More
I love working with clients to help them meet their financial goals. I often can make a really significant difference for someone by simply making them aware of their best options or by correcting misinformation. I’ve always...
Read More
Q: What motivates me to wake up and go to work? A: I enjoy creating solutions. The ability to help our clients create financial solutions is very rewarding. Obviously, nothing in the financial markets is guaranteed. This is where we...
Read More
What's your "go-to" source for financial information?"Family and friends" is the #1 answer given in the annual Retirement Confidence Survey. But a close second is search engines and other online tools, including online forums like the...
Read More
Several months ago you may have received information regarding a merger with Michael Dunham at Capstone Financial Group and Andrew Oster at Triton Wealth Advisors. We are excited to announce the joining of our firms and introduce you...
Read More
Lately, it can feel like each day brings a new headline about fluctuating market behavior. But amid the ups and downs of 2020, there may be some potential good news on the horizon. On July 16, 2020, the interest rate for a 30-year...
Read More
Undeniably, spring 2020 has tried the patience of investors.An 11-year bull market ended. Key economic indicators went haywire. Household confidence was shaken. The Standard & Poor’s 500, the benchmark for the broad stock...
Read More
Effective Monday May 4th, 2020 Triton employees will return to working in the office. We are eager to continue to support our clients in any way that we can while we all try to navigate our new normal. The health and well being of our...
Read More
In light of current events and potential financial difficulties caused by the COVID-19 outbreak, the Internal Revenue Service (IRS) has postponed the 2019 federal income tax filing and payment deadline until July 15, 2020.1,2,3 Those...
Read More
Tuesday, March 24, 2020
In our communication last week (here) analyzing recent events in the market, we discussed the importance of following a long-term strategic plan. The research continues to bear this out. In 2019, Fidelity published research around this...
Read More
Effective as of the close of business on March 20th, all Triton employees will be working from home through Friday, March 27th. We will continue to reevaluate the situation as necessary and will communicate further if there is a need...
Read More
Wednesday, March 18, 2020
To say that global financial markets and economies have been put through the ringer would be an understatement. Thoughtful insight and context are important to frame a balanced understanding of the current environment as well as what...
Read More
On Sunday, March 15th, Gov. Stitt of Oklahoma announced a state of emergency for all 77 counties. Additionally, Mayor Holt of Oklahoma City has declared an emergency within Oklahoma City due to several confirmed cases of the...
Read More
On December 20, 2019 President Trump signed into law one of the biggest changes to affect retirement law since the Pension Protection act back in 2006. The ‘Setting Every Community Up for Retirement Enhancement’ act better...
Read More
On January 18th, 2019 the IRS released an updated version of section 199A (The Qualified Business Income or QBI) portion of the new tax reform which just took effect. This updated version serves as a “clarification” of...
Read More
Exciting things are happening at Triton and today we get to share one of those developments with you! Our existing lease is set to expire May 31st, 2019 and we began the process of re-evaluating our office needs now and anticipated...
Read More
Were your parents right when they told you start saving for your retirement in your 20's? Would you be surprised to learn that Millennials are effectively saving more for retirement than any other generation? Millennials are...
Read More
Triton founder and President, Andrew Oster, recently participated in the annual Love’s Cup Entrepreneurship competition, as an oral competition judge in the undergraduate high-growth division. The intent of this competition,...
Read More
We're excited to announce Triton's founder, President & CCO, Andrew Oster, will join an OU Price College of Business distinguished speaker series panel discussion on financial stewardship for pensions and endowments! Please RSVP at...
Read More
Tax season is just around the corner and with the looming government shutdown, anxiety levels are high wondering if the IRS will be able to accept returns if lawmakers and the White House are not able to come to an agreement. The IRS...
Read More
The 2018 Tax Reform is well underway this tax season and there are a lot of changes that you should know about. Although we detailed some of them in a previous post, here we will be going a little more in depth about specific changes...
Read More
Long before the government shutdown, Congress passed the largest tax reform legislation in more than three decades. This new law went into effect on January 1, 2018 and will potentially impact millions of tax returns. One of the many...
Read More
In today's modern age it’s so easy for us to get caught up in the frivolous things in life. Trying the new hot restaurant in town, new concert tickets, getting our hands on the new tech item that everyone is buzzing about, buying...
Read More
Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...
Read More