Clarks Green Office

285 East Grove Street

Clarks Green, PA 18411

Blog

Tuesday, February 25, 2020

If you look at labels on most manufactured consumer goods, it might read: “Made in China” and if the Coronavirus were to wear a label, it would have the same message. However, today, on news that the virus had been exported...

Thursday, December 19, 2019

Yesterday, in an historic event, US House Representatives voted in favor for the impeachment of President Donald Trump and the stock market couldn’t be bothered. Today, off of the heels of the 3rd impeachment filing in our...

Wednesday, August 14, 2019

For a good part of this year, I have been posting updates about the stock market and, since April, the advisors at Capstone Wealth Management Group have been making adjustments in client portfolios and advising all other investors to...

Monday, August 5, 2019

In messages to clients this year, I have tried to make sense of the “noise” surrounding markets and impacts on investors as the headlines swing from one end of the extreme to the other. The markets crumbled going into the...

Sunday, May 19, 2019

If you feel like the financial markets have been off to an unusually strong start to the year—you are correct. The S&P 500 Index has risen for four consecutive months, resulting in the strongest start in more than 30 years!...

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Monday, May 13, 2019

I think I spoke too soon – or did I? Ten days ago, in my last message to clients, I wrote about complacency and how sitting on your hands during times of little or no volatility can be risky. I cautioned investors who might be...

Friday, May 3, 2019

In my February message to clients, I explained how 2019 had started with a “bang” and the seemingly endless headlines about trade wars & tariffs, government shutdowns, recession, rising rates, and inverted yield curves had...

Saturday, February 16, 2019

2019 has started with a bang. Markets have recovered nearly 16% from the lows posted on Christmas Eve of last year as corporate earnings and fundamentals replace media headlines replete with fear, anxiety, and skepticism. From...

Tuesday, January 22, 2019

(The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future...

Thursday, January 3, 2019

The media has been incessantly and ominously reporting that 2018 was “the worst year since the financial crisis in 2008” and most certainly forgetting to add a little context. Put into perspective, in 2008, the S&P 500 lost...

Tuesday, January 1, 2019

As we say goodbye to the year of 2018, take down those last holiday decorations, and send the kids off to school, it might be a good time to get back to basics and open up those old 401(k) statements that have been pouring in all year....

Thursday, December 27, 2018

Last night, I wrote to clients and investors to explain our views on how Wall Street and Main Street are a tale of two different markets and how the resultant, mushrooming volatility is tossing stocks around like ragdolls. I try not to...

Thursday, December 27, 2018

There is a clearly a very serious disconnect between the behavior of financial markets and the underlying economy, which, especially in the US, is in decent shape. The market’s mood is hypersensitive and problematic as it ignores...

Wednesday, December 12, 2018

As a follow up to our previous post regarding current market conditions, I thought it would be valuable to remind our clients that the media frenzy over recent market volatility, once again, is dominating the headlines as journalists...

Thursday, December 6, 2018

Stocks closed well off their session lows on Thursday after news broke that the Federal Reserve could tighten monetary policy at a slower pace than previously expected. The Wall Street Journal reported the central bank is considering...

Friday, October 26, 2018

U.S. stocks finished lower Friday with the S&P 500 and the Dow Jones Industrial Average turning red for the year as fear of a global growth scare builds and doubts regarding the trajectory of corporate earnings are on the rise. In the...

Friday, October 12, 2018

In February of 2018, after a huge, parabolic-like move upward in January, extreme volatility returned into the markets and investors saw the Dow Jones Industrial Average correct by over 8% in a matter of 6 trading days. Sound familiar?...

Friday, September 7, 2018

Kevin Garnett had an amazing career in the NBA. He goes down as the all-time leader in “on court salary” in history earning $326 million during his career…Today, he is suing because his retirement nest egg is...

Friday, August 24, 2018

Did you know that the age at which many workers will qualify for full Social Security benefits has risen to 67 from 65? If that's news to you, you're not alone: The majority of workers are still in the dark about Social Security...

Tuesday, July 31, 2018

The obscure nature of financial rules and regulations provides investment companies, with an information advantage when selling products and services to clients. Most investors do not understand the jargon and complexities that define...

Thursday, July 26, 2018

When managing investments, we, at Capstone Wealth Management Group, consistently emphasize the importance of diversification. Being properly diversified allows us, as investment advisors, to control risk and to provide balance within...

Monday, June 25, 2018

Stocks were on a wild ride today as the Dow Jones Industrial Average got hit nearly 500 points at its low over increasing trade tensions between the U.S. and key trade partners, including China. Last week, the markets were lower after...

Wednesday, May 30, 2018

Are you hitting your savings goal?

Saturday, March 24, 2018

Earlier this year on February 6th, I remarked about the two day, 1,000 + point swoons hitting the markets and suggested that the volatility is likely to continue for weeks to come. I also mentioned that headline risk is likely to...

Tuesday, March 20, 2018

On Thursday, March 15th, I had the opportunity to participate in a mock interview event with students from Lackawanna College in Scranton, Pennsylvania. As a former alumni, it was truly an honor to be back at the institution that...

Thursday, March 15, 2018

Service matters...are you getting enough from your financial advisor?

Thursday, March 1, 2018

Investors deserve 100% transparency when they put their hard-earned money with a financial advisor.

Monday, February 26, 2018

As Financial Planners, our goal is to provide our clients with trusted advice. We take on an approach which is ‘holistic’ in nature, meaning that we don't just stop at investment management, but rather, assist our clients...

Wednesday, February 21, 2018

As your favorite Major League Baseball team heads south this February, we know that spring is around the corner, and baseball season is heating up.

Wednesday, February 14, 2018

Have you recently lost access to your financial advisor and is your retirement now in the hands of a “home office call center”? If you answered yes to those questions, you should be unhappy and understand what is occurring....

Tuesday, February 6, 2018

Market Volatility: Lessons Learned

Monday, February 5, 2018

Is recent market volatility grounds to panic for investors? The Dow Jones Industrial Average saw a 666 point decline on Friday February 2, 2018. Although this was one of the largest one day drops in the history of the index, let us be...

Wednesday, January 31, 2018

The Healthcare debate has been all but beat to death in the past year and half. This following a 2016 Presidential Election which was fueled in large part by opposing views of The Affordable Care Act, or Obamacare, as it has commonly...

Friday, September 29, 2017

There’s an outbreak of class action lawsuits swarming businesses in America and they are focused primarily on plans with excessive fees, poor performing investments, and conflicts of interest – and too many plan...

Tuesday, September 26, 2017

It is not uncommon for one to not fully understand what it takes to attain success in retirement. According to a recent survey conducted by Merrill Lynch, a staggering 81% of American's admitted that they had no idea how much money...