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Friday, September 17, 2021

Over the last year, many have seen their lives impacted by the COVID-19 pandemic. The ways in which we work, live, and communicate have drastically changed, to say the least.It’s difficult to predict what other aspects of life...

Wednesday, August 18, 2021

As the economy continues to recover from the effects of the pandemic over the past year, you may have noticed the term ‘inflation’ coming up in the news. But don’t let it scare you! The fact is, some inflation is...

Monday, July 19, 2021

When meeting with clients to determine the most efficient ways to maximize retirement savings, it’s not unusual for me to come across debt in a portfolio which prompts the million dollar client question, “Is it better to...

Thursday, June 17, 2021

As the economy continues to recover from the effects of the pandemic over the past year, you may have noticed the term ‘inflation’ coming up in the news. But don’t let it scare you! The fact is, some inflation is...

Friday, May 14, 2021

Saving money is a bit like eating healthy, you know you should eat your veggies but it’s hard to resist indulging in something a bit more fun. Like making healthy choices, a tax refund can present the opportunity to splurge but,...

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Friday, April 16, 2021

Strong economic data and a resurgent technology sector propelled stocks to solid gains last week.The Dow Jones Industrial Average advanced 1.95%, while the Standard & Poor’s 500 picked up 2.71%. The tech-heavy Nasdaq...

Thursday, March 18, 2021

Preparing your taxes can be a real drag. It can feel like tax day looms over your spring! Well, fear not: the IRS has given you another month to file your taxes!The Treasury Department and Internal Revenue Service has announced that...

Friday, February 19, 2021

Recently, the U.S. Senate and House of Representatives overwhelmingly passed a $900 billion COVID-19 relief bill that provides greater unemployment benefits and additional stimulus payments to individuals and families, as well as more...

Wednesday, January 20, 2021

As we’ve seen, data breaches, such as the Russian-based SolarWinds attack that was announced late last year, can have major impact on online security. In light of these recent data breaches, we wanted to send along some tips to...

Friday, December 18, 2020

Insurance: we all hope to not need it, but wouldn’t want to be without it when we do. Car insurance, health insurance, life insurance, home insurance… you and your spouse probably  have most – if not all –...

Friday, November 20, 2020

As the leaves fall and the sweaters come out, autumn is typically the time of year when many are feeling the financial effects of vacation-packed summers. This year there’s likely an additional element impacting you...

Wednesday, October 14, 2020

The countdown to Halloween is officially on! Bags of candy fill the store shelves and scary costumes are flooding aisles. Due to the ongoing pandemic, Halloween may need to look a little different this year to keep your family and...

Tuesday, September 15, 2020

Hopefully, you and your family have found ways to enjoy the summer, despite the ongoing pandemic. As the calendar turns to September, we’re looking forward to the cooler days! The way the last few months have been can make your...

Thursday, August 13, 2020

While COVID-19 cases continue to rise globally, a bright spot on the horizon is continued vaccine development progress with 135 potential vaccines in testing with the possibility of being available by January. Unemployment rates are...

Tuesday, July 28, 2020

How many hours have you spent at home sheltering in place because of the global coronavirus pandemic? It’s not very exciting to sit around inside, but all this social distancing does open up a convenient opportunity to review...

Monday, July 27, 2020

We’re continuing to monitor the markets as well as the impact the novel coronavirus COVID-19 is having on them around the world. In the meantime, we’re doing everything we can to provide useful, accurate information to our...

Monday, June 25, 2018

On March 24, 2018 our Raleigh, Charlotte and Richmond offices celebrated Red Nose Day. We came together to change the lives of kids who need our help the most. To learn more about this special cause, visit https://donate.rednoseday.org/

Wednesday, May 10, 2017

FOR IMMEDIATE RELEASE Capitol Financial Solutions Team Member Earns Registered Paraplanner Certification Richmond, VA (April 26,2017) – Stacey Lisi, RP® from Capitol Financial Solutions (CFS), located in Richmond, VA, earned...

Monday, January 30, 2017

7 Advisors at Capitol Financial Solutions Earn New Professional Designations in 2016 Raleigh, NC, January 23, 2017 – Capitol Financial Solutions, a full service financial services firm with offices in Raleigh and Charlotte, NC,...