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Capstone Planning Blog

Read the latest financial and retirement insights from the Capstone team

Understanding Market Volatility: A Capstone Planning Perspective

May 1, 2024

In recent times, markets have exhibited significant volatility. This blog aims to shed light on the factors influencing these market fluctuations, providing insights into capstone planning and financial planning. 1. Shift in the Bull Market Narrative Previously, investors were optimistic, narrating a “Goldilocks” scenario with a robust economy, moderated inflation, and anticipated reductions in interest…

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Navigating Interest Rate Shifts with Financial Planning Insight: A Focus on Palm Coast, Florida

March 13, 2024

In recent discussions surrounding the economic landscape, the Federal Reserve’s (Fed) strategic interest rate decisions have taken a prominent spot, especially in Palm Coast, Florida, financial planning circles. These decisions are more than mere headlines; they are pivotal elements shaping the approach to financial planning, influencing both immediate and long-term strategies. The Role of the…

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Bull Market Confirmed! What Happens Next? Financial Planning Palm Coast, FL

February 12, 2024

In a significant turn of events, the shadow of the bear market has finally lifted, marking the dawn of a new era in the financial landscape. The S&P 500 has shattered its previous records, achieving new highs for the first time since the tumultuous year of 2022. This remarkable milestone signifies the official commencement of…

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Financial Planning Palm Coast FL

Navigating 2024: Empowered Financial Planning Palm Coast FL

January 12, 2024

As we welcome the new year, 2024 presents unique opportunities and challenges in financial decision-making and wealth creation, especially in the vibrant community of Palm Coast. At Capstone Planning, LLC, we focus on empowering you with strategic insights and tools for effective wealth management and financial planning. Our Financial Retrospective Reflecting on 2023, we recognize…

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How do you really know you are going to be ok in retirement?

A journey that could last 20, 30, or 40 years?

A plan that is so important in retirement and takes away your worry

We have local office locations in Florida for you:

Palm Coast FL Retirement Planning
Ormond Beach, FL Retirement Planning

We also service these cities in the Florida:

St Augustine, FL
Daytona Beach, FL
Port Orange, FL