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Socrates once said that “wisdom outweighs wealth”. If he had been an investor, he might have said that long-term accumulation and preservation of wealth depends upon the successful application of wisdom. At Capitalist Investment Services, the personalized advice that we offer you is grounded in the wisdom and knowledge we have gained from three decades experiences helping our clients develop strategies to plan for their comfortable retirement, their children’s education, and their enduring legacy.

Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
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Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Keith Parrish discusses fixed income market conditions and offers insight for bond investors.
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Markets and Investing
Financial experiences in childhood can shape adult money habits. Teaching kids how to save, spend and give wisely can help set them up for a lifetime of success.
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Family & Lifestyle
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
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Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
The Dow Jones Industrial Average closed above 50,000 points for the first time, but what does the milestone mean, and does it signal time for investors to reduce exposure?
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Markets & Investing
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
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Markets & Investing
Nick Goetze discusses fixed income market conditions and offers insight for bond investors.
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Markets and Investing
Four red flags to watch for
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Retirement & Longevity
How securities-based lending can help you in the face of disaster.
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Business Ownership
Considering the potential benefits and risks of the latest tech revolution.
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Technology & Innovation

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