2010
08.10.10 - Monthly Economic Update - July was a very strong month for most asset classes, pushing many segments of the markets into positive territory for the year. Bulls took back Wall Street, encouraged by earnings reports...
07.28.10 - Mid-Year Client Report - Macro Investment Environment: In our opinion, there are three chief concerns that have resulted in the second quarter's market disarray. They are, in order of importance, the sovereign debt crisis in the Eurozone...
07.09.10 - Quarterly Economic Update - Equity markets around the world stumbled during the second quarter, ending a winning streak dating to March of 2009. Renewed concerns of the possibility about a double dip recession in the US, combined...
06.04.10 - Monthly Economic Update - Stocks corrected sharply, as the S & P 500 Index turned in the worst performance in the month of May since 1962. European debts and rumors about a slowdown in China hung like dark clouds over the global...
05.26.10
- Market Correction or New Bear Market? - Given the significant drop in global equity markets over the past two weeks, investors are asking
whether this is a normal (albeit severe) correction within a cyclical Bull Market or a cyclical top to be...
04.08.10 - Quarterly Economic Update - Client Newsletter - The opening quarter of 2010 can be summed up in four words: so far, so good. Despite persistent warnings of an imminent stock market correction, the likelihood of a “double dip” recession or a tepid...
03.25.10
- Umbrella Liability Insurance - Client Newsletter - In this month’s newsletter, we revisit a very important asset protection tool that
everyone should consider. While none of us likes to imagine a massive liability claim for damages...
03.10.10 - Investment Advisor Certified for Fiduciary Excellence - News Release - CEFEX, the Centre for Fiduciary Excellence, LLC has certified Capital Advisory Group, LLC (“CapGroup”) of Richmond, VA to be in conformance with the Fiduciary...
01.19.10
- Homebuyer Credit Update - Client Newsletter - On Nov. 6, 2009, President Obama signed into law the Worker, Homeownership, and Business Assistance Act of 2009 (the Act). One of the key provisions of the new law...
01.31.10 - Annual Client Report - Yes, 2009 was an extraordinary investment year by any standard you want to apply. When it began, the global economy and banking industries were still reeling from a free-fall in the markets that would continue...
01.07.10 - WTVR, Channel 6 - Financial Resolutions
Mark Smith talks about getting financially fit for 2010. Click the arrow in the window below to view:
Windows Media File (320 x 240)
2009
To Roth or Not to Roth
Tax law changes will soon make Roth IRAs a planning option for individuals who did not qualify in the past. With so many questions surrounding the tax law change, CapGroup has prepared a series titled "To Roth or Not to Roth" to demystify the topic.
09.22.09 – Newsletter – To Roth or Not to Roth (Part I)
10.20.09 – Newsletter – To
Roth or Not to Roth (Part 2)
11.18.09 – Newsletter – To
Roth or Not to Roth (Part 3)
12.17.09 – Newsletter – To
Roth or Not to Roth (Part 4)
07.15.09 - Mid-Year Client Report - You are correct in observing that the pessimism peaked in early March, driving valuations down to levels that appeared to be discounting an economic depression. While it takes a measure of courage...
03.06.09 - Client Memorandum - Investment Perspective - We continue to be faced with an extraordinarily difficult market environment and the pervasive pessimism that goes with it. As investors ourselves, we understand that the powerlessness...
01.01.09 - CAG Annual Report - The CapGroup Advisory Board is an informal group of outside advisors that assists the firm's management with strategic business planning. This "interview" captures the essence of our Annual Report to our Advisory Board...