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8816 Six Forks Road Suite 301 Raleigh, NC 27615

(919) 719-3839
wsmith@capfs.com
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Monday, July 31, 2023

Podcast with Spencer Teddy as a “get to know”

Monday, July 31, 2023

Will and Trevor discuss the summer heat, what clients are doing once their financial house is in order, how to think through buying rental properties, and what the direction of interest rates could look like.

Monday, May 29, 2023

In this month’s podcast, Trevor and Will discuss what Mother’s Day means to them, why Will stayed at a hockey game until 2am, and then dive into the gratitude they have for the many ways they get to serve their clients.

Friday, May 5, 2023

In this episode, Will and Trevor discuss the latest rate hike from the Federal Reserve, historical trends with interest rates, and the direction of the economy. They also help everyone better understand what all of the professional...

Wednesday, March 29, 2023

Discussing Will’s trip to the Booth School of Business, our upcoming Capitol Connect Webinar, and planning for taxes.

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Thursday, March 2, 2023

Will and Trevor discuss current market conditions and upcoming events.

Thursday, January 26, 2023

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.

Wednesday, December 21, 2022

Tuesday, November 22, 2022

Friday, October 28, 2022

In this podcast we discuss the fed raising rates, mid term elections and our upcoming Capitol Connect

Wednesday, September 28, 2022

Will and Trevor talk about the value of a Financial Advisor and the importance of planning and communication.

Thursday, August 25, 2022

Will and Trevor talk about end-of-summer plans, recent travels, market conditions, and upcoming events.

Thursday, June 30, 2022

Will and Trevor are discussing upcoming statements, strategies during the downturn, and best practices from some of our happiest retired clients.

Wednesday, May 11, 2022

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!

Thursday, March 17, 2022

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.

Monday, January 31, 2022

Tuesday, December 14, 2021

We hope you enjoy our podcast!

Wednesday, October 6, 2021

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.

Monday, October 4, 2021

We hope you enjoy our latest podcast!

Monday, July 26, 2021

We hope you enjoy our latest podcast! Meet Kent Thompson, CFP®- July 26, 2021

Monday, July 19, 2021

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...

Thursday, May 27, 2021

We hope you enjoy our latest podcast! A Summertime Facelift and Your Taxes- May 27, 2021

Thursday, April 22, 2021

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...

Thursday, March 18, 2021

We hope you enjoy our latest podcast! Do They Really Care?- March 18, 2021

Thursday, March 18, 2021

We hope you enjoy our latest podcast! Do They Really Care - March 18, 2021

Tuesday, March 16, 2021

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...

Thursday, February 18, 2021

We hope you enjoy our latest podcast! Black History Month and Economic Optimism - February 18, 2021

Thursday, February 18, 2021

We hope you enjoy our latest podcast! Black History Month and Economic Optimism - February 18, 2021

Wednesday, November 18, 2020

We hope you enjoy our latest podcast! Masters, Diversification & the Election - November 18, 2020

Wednesday, November 18, 2020

We hope you enjoy our latest podcast! Masters, Diversification & the Election - November 18, 2020

Sunday, October 18, 2020

We hope you enjoy our latest podcast! Election 2020 and Life's Transitions - October 18, 2020

Sunday, October 18, 2020

We hope you enjoy our latest podcast! Election 2020 and Life's Transitions - October 18, 2020

Wednesday, September 9, 2020

We hope you enjoy our latest podcast! Election Webinar, Teach Appreciation and More - September 9, 2020

Wednesday, September 9, 2020

We hope you enjoy our latest podcast! Podcast:

Monday, August 3, 2020

We hope you enjoy our latest podcast! Q1 vs Q3 Reviews, RegBi and More - August 3, 2020

Monday, August 3, 2020

We hope you enjoy our latest podcast! Q1 vs Q3 Reviews, RegBi and More - August 3, 2020

Thursday, June 18, 2020

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...

Tuesday, May 19, 2020

We hope you enjoy our latest podcast! Firm Reopen and Industry Terminology - May 19, 2020

Tuesday, May 19, 2020

We hope you enjoy our latest podcast! Firm Reopen and Industry Terminology - May 19, 2020

Thursday, April 30, 2020

We hope you enjoy our latest podcast! Cares Act and More - April 30, 2020

Thursday, April 30, 2020

We hope you enjoy our latest podcast! Cares Act and More - April 30, 2020

Friday, March 27, 2020

We hope you enjoy our latest podcast! Fast Forward to March 2023 - March 27, 2020

Friday, March 27, 2020

We hope you enjoy our latest podcast! Fast Forward to March 2023 - March 27, 2020

Wednesday, March 11, 2020

We hope you enjoy our latest podcast! NCAA Predictions and Interview with Devin Butler - March 11, 2020

Wednesday, March 11, 2020

We hope you enjoy our latest podcast! NCAA Predictions and Interview with Devin Butler - March 11, 2020

Thursday, February 13, 2020

We hope you enjoy our latest podcast! SECURE Act and Upcoming Events - February 12, 2020

Wednesday, February 12, 2020

We hope you enjoy our latest podcast! SECURE Act and Upcoming Events - February 12, 2020

Tuesday, January 7, 2020

Monday, November 11, 2019

We hope you enjoy our latest podcast! Exciting Life Changes & Year End Planning - November 11, 2019

Monday, November 11, 2019

We hope you enjoy our latest podcast! Exciting Life Changes & Year End Planning - November 11, 2019

Tuesday, September 24, 2019

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...

Thursday, July 25, 2019

We hope you enjoy our latest podcast! July 4th, Team Retreat and Client Appreciation - July 25, 2019

Thursday, July 25, 2019

We hope you enjoy our latest podcast! July 4th, Team Retreat and Client Appreciation - July 25, 2019

Thursday, June 27, 2019

Monday, June 17, 2019

We hope you enjoy our latest podcast! 2019 Mid- Year Review - June 17, 2019

Monday, June 17, 2019

We hope you enjoy our latest podcast! 2019 Mid- Year Review - June 17, 2019

Tuesday, June 11, 2019

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!

Wednesday, March 6, 2019

We hope you enjoy our latest podcast! ACC Tournament & Market Update - March 06, 2019

Wednesday, March 6, 2019

We hope you enjoy our latest podcast! ACC Tournament & Market Update - March 06, 2019

Wednesday, January 9, 2019

We hope you enjoy our latest podcast! Happy New Year - January, 09, 2019

Wednesday, January 9, 2019

We hope you enjoy our latest podcast! Happy New Year - January, 09, 2019

Wednesday, October 17, 2018

We hope you enjoy our latest podcast! Catch Up with Will and Trevor - October 17, 2018

Wednesday, October 17, 2018

We hope you enjoy our latest podcast! Catch Up with Will and Trevor - October 17, 2018

Monday, June 25, 2018

Monday, May 21, 2018

We hope you enjoy our latest podcast! Current Happenings - May 21, 2018

Monday, May 21, 2018

We hope you enjoy our latest podcast! Current Happenings - May 21, 2018

Thursday, January 25, 2018

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®,...

Thursday, December 21, 2017

Monday, December 11, 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...

Friday, June 9, 2017

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...

Monday, October 3, 2016

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...

Tuesday, April 12, 2016

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...