Blog

When was the last time you updated your beneficiaries?

Chessie Ralston

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 –...

Financial resolutions that are actually attainable

Chessie Ralston

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...

December Market Matters

Chessie Ralston

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...

The Holidays are Upon Us - Plan Ahead!

Chessie Ralston

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...

October Market Matters

Chessie Ralston

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...

Declutter and dust off your credit in quarantine

Robert Turner, CLU®, ChFC®, AIF®

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...

Change

Summer Smith

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...

Planning your finances for your family

Chessie Ralston

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,...

Can You Deduct Your Work From Home Expenses on Taxes?

Chessie Ralston

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...

Questions to Ask Yourself Before a Big Purchase

Chessie Ralston

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...

August 2020 Market Matters Update

Chessie Ralston

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...

Weekly Market and Coronavirus Update with Phil Blancato

Chessie Ralston

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...

45-year industry veteran joins Capitol Financial Solutions as affiliate advisor

Robert Turner, CLU®, ChFC®, AIF®

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.

We Stand With You

Chessie Ralston

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...

Market Update 5/14/20

Chessie Ralston

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...

Market Update 4/22/2020

Chessie Ralston

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...

Statement Shock During Market Volatility

Chessie Ralston

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...

Market Matters 3/23/20

Chessie Ralston

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,...

Market Insights

Robert Turner, CLU®, ChFC®, AIF®

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...

COVID-19

Chessie Ralston

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...

Market Volatility

Chessie Ralston

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...

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...

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...

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...

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...

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!

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...

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...

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/

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...

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...

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...

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...

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...

#capitolcares

William Smith, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC

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...

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...

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,...