Capstone Wealth Partners Capstone Wealth Partners
MENUMENU
  • Our Story
  • What We Do
    • Our Process
    • Services & Pricing
  • Resources
    • Blog
    • eBooks
    • Videos
    • Events
    • Advisor Resources
  • Contact
  • Schedule a Call
Capstone Wealth Partners Capstone Wealth Partners
MENUMENU
  • Our Story
  • What We Do
    • Our Process
    • Services & Pricing
  • Resources
    • Blog
    • eBooks
    • Videos
    • Events
    • Advisor Resources
  • Contact
  • Schedule a Call
Cwp 3 Tips For Investing Wisely In A 529 Plan

3 Tips for Investing Wisely in a 529 Plan

Do you want to know more about how to invest in your child's 529 Plan? Many families understand that college savings is important, but that's where their knowledge begins and... read more →
  • May 13, 2022
  • Joe Messinger, CFP®
  • College, Investing
Cwp Investing 101

Investing 101: A Beginner’s Guide for Recent College Graduates

Updated April 2022. For recent college graduates, investing can seem like an impossible (and massively complex) undertaking. The majority of recent grads are just happy to have a job that... read more →
  • April 1, 2022
  • Joe Messinger, CFP®
  • Investing

Whoa, Markets Feel Scary Again

Photo Credit: BehaviorGap.com “Sell everything… We think investors should be afraid.”1 “Stronger US Dollar, weaker oil/commodity prices, weaker world trade, weaker EM (and global growth)… and repeat. The economy seems... read more →
  • February 9, 2018
  • Ryan Sheppard, ChFC®
  • College Planning, Financial Planning, Investing
can’t pay your student loan capstone wealth ohio

Market Volatility: Are You Getting What You Ordered?

On this blog, we normally skip the technical stuff and stick to financial planning topics relating to major life decisions, such as retirement and college planning, but given the obvious, I thought... read more →
  • August 28, 2015
  • Ryan Sheppard, ChFC®
  • Investing
Cash Flow

6 Steps to End the Student Loan Debt Crisis One Family at a Time

Solving America’s student loan debt crisis... Politicians make bold promises about solving the student loan debt crisis in America. If we ran for office, our promise would be ending the student... read more →
  • August 21, 2015
  • Joe Messinger, CFP®
  • College, Investing
Captstone Wealth Partners Ohio 401k What's in the box

5 Reasons to Customize Your 401k

I have no doubt that you're very busy. You probably have a number of investments you try to monitor daily. One of the things you liked about your 401k was... read more →
  • April 14, 2014
  • Ryan Sheppard, ChFC®
  • Investing, Retirement

College-Money-Report

Get the Free College Money Report – customized for you – and know before you go!

Get My Report

No spam, guaranteed.
Please read our Privacy Policy.

ABOUT OUR BLOG:

Capstone Wealth Partners is a fee-only independent Registered Investment Advisor in Columbus, Ohio. We are financial planners for college-bound families

The Capstone Blog offers up our best ideas on how to save and pay for college, all while staying on track for a confident retirement.

FILTER BY CATEGORY:

  • College
  • College Planning
  • Financial Planning
  • In The News
  • Investing
  • Retirement
  • Tax Planning

FOLLOW US:

 

Capstone Wealth Management Logo

GET IN TOUCH

The Millennium
6037 Frantz Road
Suite 104
Dublin, Ohio 43017

(614) 754-7805

Book Joe to Speak

UPCOMING EVENTS

Feb 22
7:00 pm - 8:30 pm

Smart Money Moves for the College-Bound™ WEBINAR

View Calendar

FOLLOW US

 
Client Corner
© 2020 Capstone Wealth Partners
  • Privacy Policy
  • Form ADV
  • Advisor Resources
  • Accessibility Feedback