CapstoneWealth

06/18/2026

Some people join a financial firm.

Others join a family. ❤️

This is what it feels like when you become part of the CapstoneWealth family.

The paperwork gets signed.
The plan gets built.
The future gets clearer.

And suddenly you’ve got an entire team cheering you on every step of the way. 🎉

Because retirement isn’t the finish line.

It’s the beginning of the next chapter.

Welcome to the family.
Welcome to the team.
Welcome to CapstoneWealth.

06/17/2026

In 1999, tech companies were valued on promise alone. Today's AI leaders are profitable, cash-flow rich, deeply embedded in the economy, and spending from a position of strength.

Same excitement. Different foundation. That matters.

This cycle is materially different, but different doesn't mean risk-free. Serious investors need to understand why.

06/15/2026

The internet changed everything. But many investors still lost money because they paid too much for hype, hope, and unrealistic expectations.

Sound familiar?

AI may absolutely transform the economy. That does not mean every AI related stock is worth owning at any price.

Being right about the story is not enough. You also have to be right about the price.

06/13/2026

💵A Trillion Dollars. One person. One company.

June 12, 2026 changed financial history forever.

• Elon Musk became the world’s first trillionaire
• SpaceX IPO opened at $135/share
• Shares surged as high as $176/share
• Closed approximately 19% higher
• SpaceX valuation surpassed $2 trillion
• Starlink continues expanding globally
• Mars is no longer science fiction. It’s a business plan.

The real question isn’t how Elon got here.

The real question is:

Where will SpaceX be on June 12, 2027❓

$3 trillion?
$5 trillion?
Failure?

🚀 The first trillionaire has been crowned.🤴🏻

The next chapter is just beginning.

Innovation Technology Future Starlink Mars

Disclosure: This post is for informational and educational purposes only and should not be considered investment advice, a recommendation, or an offer to buy or sell any security. Investing involves risk, including possible loss of principal.

06/11/2026

Everyone's asking the same question: Is AI the next dot-com disaster?
The similarities are real, massive hype, aggressive capital spending, a small
group of stocks driving returns. But here's the critical difference: today's AI
leaders already have real earnings, real cash flow, and real business
dominance.
That doesn't mean risk is off the table. It means this cycle deserves serious
analysis not surface-level fear.
Don't invest off emotion. Don't invest off headlines. Invest off fundamentals,
valuation, and strategy.

06/03/2026

🎙️🚨Dot-Com Bubble or AI Revolution? 🚀

Everywhere you turn, someone is asking:

“Is AI just another dot-com bubble?”

Not so fast. 👀

Back in the dot-com era, many companies had little revenue, no profits, and a lot of hype. Today’s AI leaders are generating billions in revenue and are changing how businesses operate around the world.

Does that mean there won’t be bumps along the way? Of course not.

But understanding the difference between hype and real innovation could make all the difference.

🎙️ Tune in to this week’s episode of Live Rich: The Capstone Strategy as we break down the AI boom, the dot-com crash, and what investors should be paying attention to right now.

https://podcasts.apple.com/us/podcast/live-rich-the-capstone-strategy/id1824253561?i=1000770744867

What’s your vote? 🤔
💥 AI Revolution
📉 Dot-Com 2.0



Disclosure: This content is for educational purposes only and is not investment advice. Investing involves risk, including possible loss of principal.

At CapstoneWealth, our purpose is to enlighten, streamline, and fortify your retirement decisions.

http://mycapstonewealth.com

https://podcasts.apple.com/us/podcast/live-rich-the-capstone-strategy/id1824253561

06/02/2026

📚🤓☀️ SUMMER SCHOOL IS IN SESSION! 📈📊

Just because it’s summertime doesn’t mean the CapstoneWealth team stops learning.

While many are enjoying vacations, our team is hard at work studying markets, analyzing opportunities, attending training, evaluating strategies, and continuing to sharpen our skills every single day. 📖💡

Why?

Because our clients deserve more than yesterday’s ideas.

They deserve a team committed to continuous growth, constant improvement, and relentless research. 🔍📈

The financial world never stands still, and neither do we.

Every webinar attended.
Every report analyzed.
Every strategy reviewed.
Every meeting held.

It’s all done with one goal in mind:

✅ Bringing you the very best opportunities available today.
✅ Helping you make informed decisions.
✅ Delivering the highest level of service possible.

At CapstoneWealth, learning isn’t seasonal. It’s part of our commitment to you.

Finding better ways to help you Live Rich! 💙

06/01/2026

📈 2026 MARKET SCORECARD | Year-to-Date

It’s been an interesting year so far.

Despite constant headlines predicting uncertainty, the markets have continued to demonstrate resilience.

✅ Nasdaq: +16.05%
✅ S&P 500: +10.73%
✅ Dow Jones: +6.18%
✅ Hewlett Packard Enterprise: +80.34%

At the same time:

📉 Bitcoin: -16.19%
📈 Interest rates remain elevated, with the 10-Year Treasury up 29 basis points year-to-date.

So what’s driving markets higher?

🔹 Artificial Intelligence investment continues to accelerate.
🔹 Corporate earnings have remained stronger than many expected.
🔹 Inflation has moderated from peak levels.
🔹 Investors have become increasingly confident that economic growth can continue despite higher interest rates.
🔹 Technology and infrastructure spending have fueled much of the market’s momentum.

The lesson?

Successful investing is rarely about predicting headlines. It’s about having a disciplined strategy that can adapt to changing market conditions.

At CapstoneWealth, we focus on helping clients build retirement income, manage risk, and make informed decisions regardless of what the market does next.

Because the goal isn’t just to grow wealth.

It’s to use it to live the life you’ve worked so hard to create.🎉🫶🏻♥️🤑



Past performance does not guarantee future results. Investing involves risk, including loss of principal. This information is for educational purposes only and should not be construed as investment advice.

05/29/2026

Just know…

When life happens…
When paperwork gets confusing…
When the market gets scary…
When retirement gets real…

You’ve got the right clique behind you. 💙