CAP STRAT

09/15/2025

Three key factors—interest rate cuts, record tax refunds, and potential tariff refunds—indicate an upcoming economic stimulus. But how much is too much? SageView's Mike Rarey, CFA, and Mike Warford, CFA, provide an essential market analysis to guide your financial strategies.

Watch the full episode here: https://bit.ly/46tajVE

Three key factors—interest rate cuts, record tax refunds, and potential tariff refunds—indicate an upcoming economic stimulus. But how much is too much? Sag...

09/08/2025

Last chance to sign up for Wednesday's virtual workshop - Travel Experiences to Enrich Your Life.
Wednesday, September 10th
11:30 am to 12:30 pm CT *
*Will include breakout sessions for networking
Sign up here: https://bit.ly/4oLliB1
Join us and our guest speaker, global citizen and world explorer Kelly Tolliday, Founder and Chief Experience Officer of Transform With Travel, as we explore how travel and adopting a traveler’s mindset can spark new connections and enrich your life.

In this virtual program, you’ll discover:
✅ Evidence-based research on how a traveler’s mindset can elevate your creativity, stir the soul, and ignite joy
✅ How travel shapes perspective, builds resilience, and contributes to your longevity
✅ Strategies to align your travel choices with personal and professional growth
✅ Steps to cultivate travel that deepen your legacy and life story.

In today’s interconnected world, fulfillment requires more than expertise and success; it demands perspective. Those who approach life like travelers…

08/25/2025

How long will the economic slowdown last?

Mike Warford, CFA®, and Mike Rarey, CFA®, break down what’s driving the latest market moves.

See the full video here: https://bit.ly/3HIjOa4

08/15/2025

Learn about the 5 documents to get in order before traveling.

This month, Neil Davies, CPWA® and Molly Powers, CFP® share essential travel tips for discerning travelers—from choosing the right travel insurance to managing currency exchange, optimizing credit card usage abroad, and handling unexpected travel incidents with confidence.

Watch the full episode here: https://bit.ly/4eeVskh

08/14/2025

Preparing for the "what ifs" of travel

This month, Neil Davies, CPWA® and Molly M. Powers, CFP® share essential travel tips for discerning travelers—from choosing the right travel insurance to managing currency exchange, optimizing credit card usage abroad, and handling unexpected travel incidents with confidence.

Watch the full episode here: https://bit.ly/4eeVsk

08/12/2025

Travel insurance: worth it or waste of money?

This month, Neil Davies, CPWA® and Molly M. Powers, CFP® share essential travel tips for discerning travelers—from choosing the right travel insurance to managing currency exchange, optimizing credit card usage abroad, and handling unexpected travel incidents with confidence.

Watch the full episode here: https://bit.ly/4eeVskh

08/12/2025

Can market trends continue?

CAP STRAT’s Mike Warford, CFA®, and Mike Rarey, CFA®, break down the latest market movements to help you navigate today’s dynamic financial environment.

Watch the full episode here: https://bit.ly/4lY7YqN

08/04/2025

How are US stocks performing compared to foreign markets?

CAP STRAT’s Mike Warford, CFA®, and Mike Rarey, CFA®, break down the latest market movements to help you navigate today’s dynamic financial environment.

Watch the full episode here: https://bit.ly/4lY7YqN

For more financial insights: https://bit.ly/3Xt4DoN

07/22/2025

From global equity performance to fixed income shifts, highlights include:

What’s needed from earnings and the Fed to justify stocks at all-time highs?
Can foreign stocks continue to outperform?
Has U.S. dollar weakness gone too far?
How does the passage of the Big Beautiful Bill improve the outlook for bonds?

Watch the full episode here: https://bit.ly/4lY7YqN

The latest market movements to help you navigate today’s dynamic financial environment.

07/04/2025

Preparing for the "what ifs" of travel

This month, Neil Davies, CPWA® and Molly Powers CFP® share essential travel tips for discerning travelers—from choosing the right travel insurance to managing currency exchange, optimizing credit card usage abroad, and handling unexpected travel incidents with confidence.

Watch the full episode here: https://bit.ly/4eeVskh

07/02/2025

Travel insurance: worth it or waste of money?

This month, Neil Davies, CPWA® and Molly Powers, CFP® share essential travel tips for discerning travelers—from choosing the right travel insurance to managing currency exchange, optimizing credit card usage abroad, and handling unexpected travel incidents with confidence.

Watch the full episode here: https://bit.ly/4eeVskh