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Blog

Friday, July 27, 2018

We are pleased to share the absolutely adorable photos we received during our fundraiser to support two wonderful organizations dedicated to helping animals get a second chance at love. We hope you will connect with either PALS...

 

Wednesday, June 27, 2018

Did You Know? It’s getting hot out there! Summer has officially arrived, and we wanted to send a friendly reminder to stay hydrated and, equally as important, to wear sunscreen. 1Twenty percent of Americans will develop some form...

 

Tuesday, May 29, 2018

Scientists that study behavior say owning pets can make people feel better, stay active and can even...

 

Saturday, May 12, 2018

Reflections this Mother’s Day "A mother is she who can take the place of all others but whose place no one else can take." - Cardinal Meymillod

 

Wednesday, April 11, 2018

We are excited to introduce Graham Caplan, a registered assistant and recent addition to the Capitol Wealth Management team. Graham graduated from Loyola Marymount University with a degree in Finance and a goal to pursue a...

 

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Wednesday, February 14, 2018

Valentine’s Day is likely a continuation of the Roman feast of Lupercalia (a fertility festival). The name presumably came from the third-century martyr Bishop Valentine, who defied the Roman Emperor Claudius’s order not to...

 

Wednesday, January 31, 2018

Did you know that as an investment adviser much of what we do is analyze the performance of investment managers and not just investments.Once we have developed an investment strategy that aligns a client's...

 

Wednesday, December 20, 2017

Andrea and I recently enjoyed an extraordinary evening at a gala to support a local animal rescue organization run by one of our clients. This organization rescues, rehabilitates, and re-homes dogs that are often at the end of their...

 

Thursday, June 22, 2017

Did You Know? Your retirement journey could last longer than you think. 1Recent statistics show individuals and couples are expected to live beyond age 88 and married couples have a 50% chance one spouse will live to age 94! Although...

 

Tuesday, April 25, 2017

Did You Know? Working with a financial advisor may provide better investment returns. Dalbar’s 21st annual QAIB (Quantitative Analysis of Investor Behavior)1 study showed that the 20-year annualized S&P return was 9.85%, while...

 

Thursday, April 13, 2017

This picture might look like just another proud Grandpa photo. It is of course, but it’s also more than that. This picture is an important reminder of my “why” for the past 30 years: the well-being of my wife,...

 

Thursday, March 30, 2017

The new and improved Capitol Wealth Management website is now live! We’ve updated our website to provide you with a better online experience and make it easier for us to expand our practice through greater awareness. Our new site...

 

Friday, March 3, 2017

I’m often surprised when a seemingly simple quote can really nail it. Like this one from “Rich Dad Poor Dad” author Robert Kiyosaki, “It's not how much money you make, but how much money you keep, how hard it...

 

Thursday, February 9, 2017

We’ve all heard “you can’t take it with you when you go.” But you can and should do what you can to direct your assets to your heirs while reducing as many obstacles as possible. As advisors we often see assets...

 

Tuesday, January 10, 2017

Recently, one of our clients asked if we could review an existing life insurance policy for them. The policy had a substantial premium due that he did not wish to keep paying while still taking care of his insurance needs. After a...

 

Thursday, December 1, 2016

It’s that magical time of year once again. Lights are glittering in our neighborhood, the shopping malls are bustling with activity, and nearly every radio station is adding holiday music to their rotation. During this season of...

 

Tuesday, November 1, 2016

My wife and I just became grandparents for the first time. Our grandson’s arrival prompted Andrea and I to take a look at our own estate planning documents and as I often find with others, ours needed substantial updates to...

 

Saturday, October 1, 2016

Over the years, on numerous occasions, clients or friends have told us they needed a service or product and DID NOT KNOW that we could have helped them. Unfortunately, they had to find someone they did not have a relationship with and...