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Blog

Tuesday, June 6, 2023

While looking ahead to a leisurely retirement is natural, it’s prudent to prepare for expenses that catch many retirees by surprise. In a recent survey, nearly one-third of retirees reported they faced at least four unforeseen...

Tuesday, May 2, 2023

We strive to keep you regularly updated with important market changes and news.Please find this week’s Market View Weekly from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This commentary provides...

Wednesday, April 12, 2023

We strive to keep you regularly updated with important market changes and economic news. Please find the most recent Quarterly Market Recap from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This...

Monday, April 3, 2023

We strive to keep you regularly updated with important market changes and news.Please find the Silicon Valley Bank (SVB) - video commentary from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This video...

Thursday, November 10, 2022

It is hard to believe we are in the midst of yet another election cycle. With inflation soaring, economic growth slowing, and extremely choppy markets, midterm elections seem like an afterthought. But on Tuesday, November 8th, 435...

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Tuesday, October 4, 2022

Capitol Financial Solutions, a Super-OSJ affiliated with Royal Alliance Associates with over $2.2 billion in total assets under administration, today announced the successful recruitment of Paul Kelly, AIF®, a Financial Advisor...

Thursday, September 15, 2022

Like many Americans, you may be feeling pain from the high cost of living every time you buy groceries or fill up at the pump. Surging food costs and higher gas prices are pinching consumers, especially those living on a fixed income....

Monday, August 15, 2022

Panic selling is not an investment strategy. Repeat: panic selling is not an investment strategy.Investors who pull the emergency brake and bail out during a market decline almost always lock in a loss on their investments. And if they...

Monday, July 25, 2022

We'd like to take this opportunity to announce the relocation of our office to 8720 Stony Point Parkway, Suite 325, Richmond VA 23235. We look forward to welcoming our clients to a Open House celebration soon.

Friday, July 8, 2022

Like it or not, taxes are a way of life. They fund great things like roads, libraries and parks, but nobody wants to pay more than they absolutely have to. We often get questions like, “How can I balance my tax obligations with...

Friday, July 1, 2022

When market volatility is headline news and account values start to fall, it’s easy to understand why investors get jittery. Even with a boatload of historical data to support us, in times of stress we all struggle to overcome...

Monday, May 23, 2022

Monday, May 23, 2022

Thursday, May 12, 2022

Spring has sprung and it’s hard to believe summer is fast approaching! April’s stock market was all over the board, as investors weathered the fallout from an interest rate hike and ongoing disruptions in the food and...

Wednesday, April 27, 2022

Brian Carr, CFP®, AIF®, one of our leading Financial Advisors in Raleigh, NC, was interviewed by WNCN today regarding the NC Powerball. Brian shared a few tips for the lucky winner.

Thursday, April 7, 2022

Monday, April 4, 2022

Monday, April 4, 2022

Wednesday, December 8, 2021

Friday, November 5, 2021

We are excited to show off our renovated office space at our Open House (Raleigh Office) on December 2nd! Please click here to RSVP

Tuesday, October 19, 2021

Healthcare can be one of the priciest yet essential parts of life’s journey. And yet, many struggle to utilize the financial tools that may help. Take Health Saving Accounts (HSAs), for example.In 2019, 55% of those with HSAs...

Monday, October 4, 2021

Educational attainment is a bedrock of the American Dream. We all want our kids to do better than us, and we’ll do anything to help them achieve that! There are dreams, and then there’s reality: college costs have exploded...

Friday, September 17, 2021

There are no two ways around it: childcare is expensive! In many cities, it can cost nearly as much as the mortgage or rent payment, which puts parents in a Catch-22: they have to work to afford childcare, but they need childcare in...

Wednesday, August 18, 2021

As the economy continues to recover from the effects of the pandemic over the past year, you may have noticed the term ‘inflation’ coming up in the news. But don’t let it scare you! The fact is, some inflation is...

Tuesday, July 20, 2021

Summer brings the perfect time for BBQs with friends, fun in the sun, and making memories at the beach or pool. With the first half of the year in the rearview mirror, summer also gives us a chance to perform a mid-year assessment on...

Thursday, June 17, 2021

Recently, there’s been a lot of noise about the Biden Administration’s American Jobs Plan, commonly referred to as the ‘infrastructure bill.’ We’ve heard a lot about infrastructure over the few years, and...

Friday, May 14, 2021

Saving money is a bit like eating healthy, you know you should eat your veggies but it’s hard to resist indulging in something a bit more fun. Like making healthy choices, a tax refund can present the opportunity to splurge but,...

Saturday, April 17, 2021

While it’s natural to look ahead to a leisurely retirement, it’s prudent to prepare for expenses that catch many retirees by surprise. In a recent survey, nearly one-third of retirees reported they faced at least four...

Tuesday, April 13, 2021

Invest Magazine Spotlight On: Robert Turner, President & CEO, Capitol Financial Solutions Capitol Financial Solutions is a financial services firm that specializes in working with business owners, entrepreneurs and professionals. Its...

Friday, March 19, 2021

Preparing your taxes can be a real drag. It can feel like tax day looms over your spring! Well, fear not: the IRS has given you another month to file your taxes!The Treasury Department and Internal Revenue Service has announced that...

Saturday, February 27, 2021

Recent market volatility has seen major swings in both directions, but should you be worrying about those day-to-day changes in your 401K and retirement accounts? Robert Turner with Capitol Financial Solutions shares his advice:

Friday, February 19, 2021

Each fall the Treasury Department announces inflation adjustments to tax-advantaged retirement accounts and income limits for the following tax year. They recently announced contribution limits and changes for the 2021 tax year.For...

Wednesday, January 20, 2021

As we’ve seen, data breaches, such as the Russian-based SolarWinds attack that was announced late last year, can have major impact on online security. In light of these recent data breaches, we wanted to send along some tips to...

Wednesday, December 23, 2020

Insurance: we all hope to not need it, but wouldn’t want to be without it when we do. Car insurance, health insurance, life insurance, home insurance… you and your spouse probably  have most – if not all –...

Friday, December 18, 2020

We wish you a very happy new year! As we close in on year-end, a common topic of conversation amongst friends and family is what resolutions they vow to make in the new year. One of the top kind of resolutions deal with finances in...

Wednesday, December 16, 2020

Favorable data on vaccine efforts continued to stream in over the past several weeks. Both Pfizer and Moderna expect their vaccine distribution to begin in the U.S. and the U.K. within the next 30 days, contingent on FDA approval...

Friday, November 20, 2020

As the leaves fall and the sweaters come out, autumn is typically the time of year when many are feeling the financial effects of vacation-packed summers. This year there’s likely an additional element impacting you...

Thursday, October 15, 2020

Despite a shift in focus towards the fast-approaching presidential election, vaccine development remains a source of good news. Moderna – one of the leading COVID-19 vaccine developers – stated that it will not enforce...

Wednesday, September 16, 2020

Many of us have been sheltering in place for so long that we forget what day it is (Blursday, anyone?). You might feel helpless being stuck at home so much, but there are ways to make good use of this time and impact your finances in...

Tuesday, September 15, 2020

As you’re well aware, the one thing that 2020 has brought to all of our lives is change. Change in the way that we communicate, congregate, and participate in activities with each other. One other area that has been affected for...

Friday, September 11, 2020

When you have a family, life can be very full. Between a house, a job, a spouse, kids, and the rigors of everyday life, it can be hard to fit in everything that’s important to you. But finding some balance is critical,...

Friday, September 11, 2020

The ongoing COVID-19 pandemic has kept countless people working from home for months now. Many have been wondering whether they should consider claiming the home office deduction on taxes next year so we thought we’d pass along...

Tuesday, August 25, 2020

At some point in life, you’ll be in the market to buy something that costs big bucks. No matter the purchase, sometimes the decision can be hard to make. Here are three things you should ask yourself before you spend your...

Thursday, August 13, 2020

While COVID-19 cases continue to rise globally, a bright spot on the horizon is continued vaccine development progress with 135 potential vaccines in testing with the possibility of being available by January. Unemployment rates are...

Monday, July 27, 2020

We’re continuing to monitor the markets as well as the impact the novel coronavirus COVID-19 is having on them around the world. In the meantime, we’re doing everything we can to provide useful, accurate information to our...

Tuesday, June 9, 2020

We’re proud to announce that Earl Chesson will be joining our Capitol Financial Solutions team as an advisor with 45 years of experience in the areas of advanced wealth transfer, business and philanthropic planning.

Monday, June 1, 2020

In recent days, we have watched as outraged and frustrated protestors spilled out into the streets of American cities. Across our communities, unhealed wounds have been brought vividly to our attention once again.Our firm is committed...

Tuesday, May 19, 2020

COVID-19 continues to dominate the headlines, with some states initiating their reopening efforts even as the White House is battling cases within the West Wing. Experts say the critical balance will come down to finding the “new...

Monday, April 27, 2020

We’re continuing to monitor the markets as well as the impact the novel coronavirus COVID-19 is having on them around the world. In the meantime, we’re doing everything we can to provide useful, accurate information to our...

Tuesday, April 7, 2020

Financial statements for the first quarter of 2020 are on the way, and because of all the recent market fluctuations you may be feeling nervous about having lower balances in your accounts. But it’s more important now than ever...

Wednesday, March 25, 2020

The market continues to move based on global reaction to the COVID-19 coronavirus, and our federal and local governments are considering additional aggressive action to help shore up our economy, support our healthcare infrastructure,...

Wednesday, March 18, 2020

The market continues to move based on global reaction to the COVID-19 coronavirus, as well as a cut in interest rates from the Federal Reserve. If you’re interested in more information regarding these movements and what they mean...

Monday, March 16, 2020

In light of recent worldwide events which have had significant impact on the markets, we want to remind our clients that we are here to support you as we navigate these times of uncertainty. Knowledge is power, and we’re...

Wednesday, March 11, 2020

We wanted to let you know that we are closely following the financial markets across the globe and the continued volatility that is impacting investor confidence. Global markets have been bracing for uncertainty as the spread of...

Monday, November 18, 2019

Robert and Dawn Turner are proud contributors to Virginia Tech's Beyond Boundaries Scholars Program. This program allows donors to double the impact of certain types of scholarship gifts by triggering a match from the university. Since...

Monday, August 19, 2019

Andrew Rose has served on StepUp’s board for the past two years, but his StepUp journey began in 2009 when he was invited to take a tour of the Life Skills program. StepUp serves approximately 160 adults in its Life Skills...

Tuesday, August 6, 2019

Congratulations to Linda Housand for being invited to participate in Women Forward. Women Forward, Advisor Group’s women’s initiative, strives to be innovative and provide thought leadership for the support and advancement...

Tuesday, August 6, 2019

Raleigh, N.C. – August 5, 2019 – Capitol Financial Solutions, a Super-OSJ affiliated with Royal Alliance Associates with nearly $1.2 billion in total client assets, today announced the successful recruitment of Fidelity...

Thursday, June 27, 2019

Tuesday, June 4, 2019

Capitol Financial Solutions hosted our Annual Food Truck event at the Rex Open last week. A fun time had by all! Great weather, fabulous food, and networking with our top clients!

Wednesday, December 12, 2018

12.12.18// Raleigh, NC: Crabtree Valley Mall – Salvation Army – Angel Tree Donations The Salvation Army has registered over 7,200 children from Wake County to be a part of the Christmas Cheer Program where they will receive...

Wednesday, June 13, 2018

Last week Robert Turner, President & CEO of Capitol Financial Solutions traveled to Washington DC to participate in the Financial Services Institute’s (FSI) Capitol Hill Day. Leaders from across the independent financial services...

Tuesday, May 29, 2018

On March 24, 2018 our Raleigh, Charlotte and Richmond offices celebrated Red Nose Day. We came together to change the lives of kids who need our help the most. To learn more about this special cause, visit https://donate.rednoseday.org/

Tuesday, May 1, 2018

C. Shane Gurganus (pictured left) and Brett DiPasquale (pictured right), Financial Advisors in our Charlotte, NC office, were recently interviewed by Financial Planning Magazine. "There usually is a cap on return, so clients may not...

Tuesday, March 6, 2018

Raleigh, NC (February 28, 2018) —Scott D. Sorrell, CLU®, ChFC®, CFP®, AIF®, RICP®, CASL®, CLTC of local Capitol Financial Solutions in Raleigh, North Carolina has qualified for Top of the Table, a coveted...

Monday, March 5, 2018

Raleigh, NC (February 2, 2018) – Kristopher Olexy, CFP®, AIF®, CLU® and William D. Smith, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC, Team Leaders with Capitol Financial Solutions, an independent office of...

Wednesday, February 28, 2018

Have you listened to any of our podcasts? Tune in to hear William Smith, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC and Trevor Lawson, CFP®, AIF®, RICP® discuss market volatility and tax reform. https://www...

Wednesday, January 17, 2018

Congratulations to J.Cory Hoffer, Scott D. Sorrell, Kristopher Olexy, Bob Snidow, Stephen Stilwell, Kyle Murphy and Jacob Charlwood on Achieving Client Excellence(ACE)! Achieving Client Excellence (ACE) celebrates the achievements of...

Tuesday, December 12, 2017

service: (sur-vis) Noun: An act of helpful activity; help; aid. “to do someone a service.” As we approach the Holiday Season and New Year, many of us reflect on how fortunate we are this time of year. At Capitol Financial...

Monday, December 11, 2017

Press Release Scott Sorrell of Capitol Financial Solutions of Raleigh Named Finalist in Signator Investors’ “Practice of the Year” Practice Recognized for Excellence in Management and Client Service As Reviewed by...

Monday, November 6, 2017

Want to learn more about how we continue to bring value to our clients and advisors? Robert Turner, our President/CEO emphasizes the importance of strong relationships in the latest issue of Advisors Magazine. To read the article,...