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August 2024 Recap – A Positive Month Underscored by Volatility
August 2024 Recap – A Positive Month Underscored by Volatility

August 2024 Recap – A Positive Month Underscored by Volatility

Posted on September 6, 2024 by Admin

August 2024 – Market Recap "A Positive Month Underscored by Volatility" Ryan Potts – Portfolio Manager August Volatility Recap August was volatile for markets,...
Behind the Scenes at Correct Capital Wealth Management
Behind the Scenes at Correct Capital Wealth Management

Behind the Scenes at Correct Capital Wealth Management

Posted on August 30, 2024 by Admin

Starting with a new financial advisor can be complicated, but it doesn't have to be. Whether you're preparing for retirement, managing investments, or simply...
Financial Planning Red Flags and How to Avoid Them
Financial Planning Red Flags and How to Avoid Them

Financial Planning Red Flags and How to Avoid Them

Posted on August 12, 2024 by Admin

Whether you're a seasoned investor or just starting out, there's always a chance you're not taking certain aspects of your financial planning into account...
July Recap (Rotation Out of Big Tech and Market Broadening)
July Recap (Rotation Out of Big Tech and Market Broadening)

July Recap (Rotation Out of Big Tech and Market Broadening)

Posted on August 8, 2024 by Admin

2024 July Recap Rotation out of Big Tech and Market Broadening Out Ryan Potts – Portfolio Manager Equities experienced turbulence but still headed toward...
Perspective of the Markets From the First Half of 2024, and a Look Ahead
Perspective of the Markets From the First Half of 2024, and a Look Ahead

Perspective of the Markets From the First Half of 2024, and a Look Ahead

Posted on July 26, 2024 by Admin

In this episode of Capital Conversations, CFO and Founder Brian Pultman and portfolio manager Ryan Potts take a look back at the first half...
How to Teach Your Kids About Money, From Allowances to Inheritance
How to Teach Your Kids About Money, From Allowances to Inheritance

How to Teach Your Kids About Money, From Allowances to Inheritance

Posted on June 28, 2024 by Admin

We all strive to prepare our children for financial success, but where do we start? It can begin with everyday conversations about money, turning...
Setting and Forgetting Your Retirement Plan: Are Target Date Funds Right For You?
Setting and Forgetting Your Retirement Plan: Are Target Date Funds Right For You?

Setting and Forgetting Your Retirement Plan: Are Target Date Funds Right For You?

Posted on June 18, 2024 by Admin

It’s easy to feel overwhelmed when thinking about retirement options, especially with so many investment choices available. One such choice is target date funds,...
Understanding Diversification: Strategies for Better Portfolio Management
Understanding Diversification: Strategies for Better Portfolio Management

Understanding Diversification: Strategies for Better Portfolio Management

Posted on May 28, 2024 by Admin

As the saying goes, you shouldn’t put all your eggs in one basket. You shouldn’t put all of your investments in one place either....
What’s Your Financial Advisor Doing With AI?
What’s Your Financial Advisor Doing With AI?

What’s Your Financial Advisor Doing With AI?

Posted on May 16, 2024 by Admin

It seems like professionals in every industry are looking into ways that new AI technology can help improve their businesses. While AI hasn’t turned...
Active Vs. Passive Investing: Which One’s Right For Me?
Active Vs. Passive Investing: Which One’s Right For Me?

Active Vs. Passive Investing: Which One’s Right For Me?

Posted on May 6, 2024 by Admin

Active and passive investment strategies are often seen as opposites, and everyone from experienced investors to those just entering the market likely have an...

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