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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.

Federal Reserve announces 25 basis point increase

02/01/2023
The pace of interest rate adjustments is slowing, but the Fed remains hawkish on curbing inflation.
Markets & Investing

Don’t allow boredom in retirement to get the best of you

When you bid your 9-to-5 adieu, how do you plan to spend your time?
Retirement & Longevity

5 reasons to believe the P/E multiple will expand

02/01/2023
CIO Larry Adam examines current and historical indicators to illustrate price-earnings (P/E) multiple expansion supporting S&P 500 growth.
Markets & Investing

Global equity markets begin 2023 on an upbeat note

01/31/2023
Investors experienced a respite from the volatility that consumed 2022.
Markets & Investing

The three T's of effective trustees

Here’s how to choose a trustee that’s up to the important task at hand.
Estate & Giving

Finding value across the curve

01/30/2023
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Earnings season takes center stage

01/27/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

GDP & personal income and expenditures

01/27/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Weekly market guide

01/27/2023
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing

Five habits of 401(k) millionaires

Although a million dollars may seem like a daunting figure, especially if you haven’t been diligent about saving, there’s good news: you don’t have to make $1 million to save $1 million.
Retirement & Longevity

2023 Outlook: The evolution of markets [INFOGRAPHIC]

01/24/2023
Review this visual summary of the Raymond James Investment Strategy Committee’s outlook for investors in the coming year.
Markets & Investing

Making a nonfamily successor the head of the family business

Setting expectations and redefining roles can ease a leadership transition.
Business Ownership

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