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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.

These qualities can help set your beneficiaries up for success.
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Estate & Giving
How to reevaluate your benefits offering – and maybe even improve it.
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Business Ownership
Washington Policy Analyst Ed Mills discusses potential paths forward for Congress on what is expected to be the most expensive bill in U.S. history.
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Economy & Policy
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
You might assume that risk goes down as wealth goes up. Logically, having the means should mean less danger, more confidence, fewer worries. But risk likes to do the last thing you expect.
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Family & Lifestyle
What makes gold a widely considered inflation hedge for shielding wealth?
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Markets & Investing
Good or bad? With social media, it’s all about how you use it.
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Technology & Innovation
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
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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
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing

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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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