Thoughtful service and tailored strategies, with your needs at the center

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.

Consider your options

08/15/2022
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Is an owner-only 401(k) right for you?

How to determine if this unique retirement vehicle makes sense.
Business Ownership

Weekly investment strategy

08/12/2022
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

One month doesn’t make a trend… but it helps!

08/12/2022
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Weekly market guide

08/12/2022
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing

A subterranean spectacle and fantastical travel destination

Experience an otherworldly adventure deep beneath Poland.
Family & Lifestyle

Biohacking: Optimize your body and brain to live better

Engineer your ultimate life with high- and low-tech solutions.
Technology & Innovation

7 ways to boost your savings

Discover smart options to grow your savings.
Retirement & Longevity

How do SBLs stack up to student loans?

You’ve likely heard of student loans and 529 plans to cover tuition costs. But there’s another innovative option worth considering.
Family & Lifestyle

Conservative investing misnomer

08/08/2022
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Nonfarm employment: Unchartered territory

08/05/2022
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Becoming a digital nomad

Two truths and a lie about life on the road.
Technology & Innovation

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Capitalist Investment Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

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