Newsletters

Past Newsletters

Please click on the links below to view some of our past client investment update letters, the "Capstone Quarterly".

These are designed to update our clients on the markets, give perspective on our investment strategy, and provide timely financial planning advice.

2024 October Quarterly (pdf)

2024 July Quarterly (pdf)

2024 April Quarterly (pdf)

2024 January Quarterly (pdf)

2023 October Quarterly (pdf)

2023 July Quarterly (pdf)

2023 April Quarterly (pdf)