Blog
Podcast: Market Update and Events
Will and Trevor discuss current market conditions and upcoming events.
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Podcast: Secure Act 2.0, Capitol Connect & EMoney
Will and Trevor detail the new Secure Act 2.0, discuss the most recent Capital Connect Webinar, and a new financial planning initiative we’ve invested in for our clients.
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Podcast: Burning the Garden to Get Rid of the Weeds
In this podcast we discuss the fed raising rates, mid term elections and our upcoming Capitol Connect
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Podcast: Financial Advisors are Worthless
Will and Trevor talk about the value of a Financial Advisor and the importance of planning and communication.
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Podcast: Fall & Football
Will and Trevor talk about end-of-summer plans, recent travels, market conditions, and upcoming events.
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Podcast: Statement Shock, Strategy and Purpose
Will and Trevor are discussing upcoming statements, strategies during the downturn, and best practices from some of our happiest retired clients.
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Mother's Day Luncheon
We celebrated Mother's Day with a few of our clients at Relish Craft Kitchen. We had a wonderful lunch, great conversation and shared memorable stories.I always love hosting this event. Thank you to all the special Mom's who joined us!
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Podcast: Weather, Ukraine & March Madness
Will and Trevor discuss the transition to spring and how that also means March Madness is around the corner. They also briefly touch on the conflict in Ukraine and talk about the importance of having a plan - and sticking to it.
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Podcast: Holidays, Mistakes to Avoid, 2022 Goals
We hope you enjoy our podcast!
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A Great Evening at the North HIlls Club
Thanks to all those who attended our client appreciation event at the North Hills Club of Raleigh. Sharing food, fellowship, and smiles with you all at these events continue to make them the highlights of my year.
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Podcast: Interns and Early Career Progression
We hope you enjoy our latest podcast!
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Podcast: Meet Kent Thompson, CFP®
We hope you enjoy our latest podcast! Meet Kent Thompson, CFP®- July 26, 2021
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A Note About Inflation
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...
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Podcast: A Summertime Facelift and Your Taxes- May 27, 2021
We hope you enjoy our latest podcast! A Summertime Facelift and Your Taxes- May 27, 2021
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Thursday Development
Each Thursday, I’m fortunate to lead a development session for our advisors across Raleigh, Charlotte, and Richmond. Our most recent discussion centered on the best practices of presenting and implementing a quality financial...
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Podcast: Do They Really Care?
We hope you enjoy our latest podcast! Do They Really Care - March 18, 2021
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Podcast: Do They Really Care?- March 18, 2021
We hope you enjoy our latest podcast! Do They Really Care?- March 18, 2021
Read MoreDo They Really Care?
I’ve been working in the financial industry for nearly 20 years and have always been interested in how people settle on choosing one advisor versus another. Not just how, but why, they do. Over time, I’ve noticed that one...
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Podcast: Black History Month and Economic Optimism
We hope you enjoy our latest podcast! Black History Month and Economic Optimism - February 18, 2021
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Podcast: Black History Month and Economic Optimism - February 18, 2021
We hope you enjoy our latest podcast! Black History Month and Economic Optimism - February 18, 2021
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Podcast: Masters, Diversification & the Election
We hope you enjoy our latest podcast! Masters, Diversification & the Election - November 18, 2020
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Podcast: Masters, Diversification & the Election - November 18, 2020
We hope you enjoy our latest podcast! Masters, Diversification & the Election - November 18, 2020
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Podcast: Election 2020 and Life's Transitions - October 18, 2020
We hope you enjoy our latest podcast! Election 2020 and Life's Transitions - October 18, 2020
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Podcast: Election 2020 and Life's Transitions - October 18, 2020
We hope you enjoy our latest podcast! Election 2020 and Life's Transitions - October 18, 2020
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Podcast: Election Webinar, Teach Appreciation and More - September 9, 2020
We hope you enjoy our latest podcast! Podcast:
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Podcast: Election Webinar, Teach Appreciation and More - September 9, 2020
We hope you enjoy our latest podcast! Election Webinar, Teach Appreciation and More - September 9, 2020
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Podcast: Q1 vs Q3 Reviews, RegBi and More - August 3, 2020
We hope you enjoy our latest podcast! Q1 vs Q3 Reviews, RegBi and More - August 3, 2020
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Podcast: Q1 vs Q3 Reviews, RegBi and More - August 3, 2020
We hope you enjoy our latest podcast! Q1 vs Q3 Reviews, RegBi and More - August 3, 2020
Read More45-year industry veteran joins Capitol Financial Solutions as affiliate advisor
45-year industry veteran joins Capitol Financial Solutions as affiliate advisor Earl Chesson brings new sophistication of expertise, strategy and knowledge to firm, along with an extraordinary clientele Raleigh, N.C. – Capitol...
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Podcast: Firm Reopen and Industry Terminology - May 19, 2020
We hope you enjoy our latest podcast! Firm Reopen and Industry Terminology - May 19, 2020
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Podcast: Firm Reopen and Industry Terminology - May 19, 2020
We hope you enjoy our latest podcast! Firm Reopen and Industry Terminology - May 19, 2020
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Podcast: Cares Act and More - April 30, 2020
We hope you enjoy our latest podcast! Cares Act and More - April 30, 2020
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Podcast: Cares Act and More - April 30, 2020
We hope you enjoy our latest podcast! Cares Act and More - April 30, 2020
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Podcast: Fast Forward to March 2023 - March 27, 2020
We hope you enjoy our latest podcast! Fast Forward to March 2023 - March 27, 2020
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Podcast: Fast Forward to March 2023 - March 27, 2020
We hope you enjoy our latest podcast! Fast Forward to March 2023 - March 27, 2020
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Podcast: NCAA Predictions and Interview with Devin Butler - March 11, 2020
We hope you enjoy our latest podcast! NCAA Predictions and Interview with Devin Butler - March 11, 2020
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Podcast: NCAA Predictions and Interview with Devin Butler - March 11, 2020
We hope you enjoy our latest podcast! NCAA Predictions and Interview with Devin Butler - March 11, 2020
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Podcast: SECURE Act and Upcoming Events - February 12, 2020
We hope you enjoy our latest podcast! SECURE Act and Upcoming Events - February 12, 2020
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Podcast: SECURE Act and Upcoming Events - February 12, 2020
We hope you enjoy our latest podcast! SECURE Act and Upcoming Events - February 12, 2020
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Podcast: Exciting Life Changes & Year End Planning - November 11, 2019
We hope you enjoy our latest podcast! Exciting Life Changes & Year End Planning - November 11, 2019
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Podcast: Exciting Life Changes & Year End Planning - November 11, 2019
We hope you enjoy our latest podcast! Exciting Life Changes & Year End Planning - November 11, 2019
Read MoreMore Meaning than 40
My birthday is this week and I’ll be 39 years old. Understandably, most people don’t exactly consider this year one of life’s milestones. However, the number holds a different meaning for yours truly. Life has come a...
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Podcast: July 4th, Team Retreat and Client Appreciation - July 25, 2019
We hope you enjoy our latest podcast! July 4th, Team Retreat and Client Appreciation - July 25, 2019
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Podcast: July 4th, Team Retreat and Client Appreciation - July 25, 2019
We hope you enjoy our latest podcast! July 4th, Team Retreat and Client Appreciation - July 25, 2019
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Podcast: 2019 Mid- Year Review - June 17, 2019
We hope you enjoy our latest podcast! 2019 Mid- Year Review - June 17, 2019
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Podcast: 2019 Mid- Year Review - June 17, 2019
We hope you enjoy our latest podcast! 2019 Mid- Year Review - June 17, 2019
Read MoreRex Open Food Truck Event
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!
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Podcast: ACC Tournament & Market Update - March 06, 2019
We hope you enjoy our latest podcast! ACC Tournament & Market Update - March 06, 2019
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Podcast: ACC Tournament & Market Update - March 06, 2019
We hope you enjoy our latest podcast! ACC Tournament & Market Update - March 06, 2019
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Podcast: Happy New Year - January, 09, 2019
We hope you enjoy our latest podcast! Happy New Year - January, 09, 2019
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Podcast: Happy New Year - January, 09, 2019
We hope you enjoy our latest podcast! Happy New Year - January, 09, 2019
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Podcast: Catch Up with Will and Trevor - October 17, 2018
We hope you enjoy our latest podcast! Catch Up with Will and Trevor - October 17, 2018
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Podcast: Catch Up with Will and Trevor - October 17, 2018
We hope you enjoy our latest podcast! Catch Up with Will and Trevor - October 17, 2018
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Podcast: Current Happenings - May 21, 2018
We hope you enjoy our latest podcast! Current Happenings - May 21, 2018
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Podcast: Current Happenings - May 21, 2018
We hope you enjoy our latest podcast! Current Happenings - May 21, 2018
Read MoreWilliam D. Smith Named an ACCREDITED ESTATE PLANNER® Designee
William D. Smith, CFP®, AIF®, RICP®, LUTCF, CLTC, Named an ACCREDITED ESTATE PLANNER® Designee by the National Association of Estate Planners & Councils on January 22, 2018 Cleveland, Ohio -William D. Smith, CFP®,...
Read More#capitolcares
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...
Read MoreAgainst All Odds
One of the biggest challenges facing the financial services industry today is helping inexperienced advisors get started in the business and leading them to build a sustainable career. Today, we will highlight two young men who have...
Read MoreProgression of Leadership
Leadership is a funny thing. You don’t typically realize that you’ve lost influence until it is long gone. I’ve been led in multiple ways over the course of my personal and professional life and have noticed that my...
Read MoreEmbrace Change
The financial services industry has undergone significant change over the past 15 years - regulation, taxes, product offerings, access to information, and legislative shifts, to name a few. Now, more than ever, it is important to brace...
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