Ted Schwartz

President of Capstone Investment Financial Group
Biography

Ted Schwartz, a Certified Financial Planner, is president and chief investment officer of Capstone Investment Financial Group. He advises individual investors and... Read More »

Ted Schwartz, a Certified Financial Planner, is president and chief investment officer of Capstone Investment Financial Group. He advises individual investors and endowments, and serves as the advisor to CIFG UMA accounts. Because Schwartz has a background in psychology and counseling, he brings insights into personal motivation when advising clients on achieving their wealth management goals. Schwartz holds a B.A. from Duke University and an M.A. from Oregon State University. He can be reached at ted@capstoneinvest.com

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Deciding on a Roth or Traditional IRA Is All About Strategy and Timing
are solely those of the authors. Jamie Cornehlsen and Ted Schwartz are advisors with Capstone
Jun 29, 2015 01:29 AM Story from Business JAMIE CORNEHLSEN and TED SCHWARTZ, ABC News
The Pros and Many Cons of Variable Annuities
in this column are solely those of the authors. Jamie Cornehlsen and Ted Schwartz are advisors
Aug 25, 2015 02:08 AM Story from Business JAMIE CORNEHLSEN and TED SCHWARTZ, ABC News
The Rewards of Investing in Quality Dividend Companies
. Jamie Cornehlsen and Ted Schwartz are advisors with Capstone Investment Financial Group in Colorado
Oct 18, 2015 12:05 AM Story from Business JAMIE CORNEHLSEN and TED SCHWARTZ, ABC News
Rise of Robo-Advisors Brings Challenges, Opportunities for Consumers
. Jamie Cornehlsen and Ted Schwartz are advisors with Capstone Investment Financial Group
Sep 17, 2015 08:57 AM Story from Business JAMIE CORNEHLSEN and TED SCHWARTZ, ABC News
Working Together to Improve 401(k) Plans
opinions expressed here are those of the columnists and not of ABC News. Ted Schwartz and Jamie
Apr 29, 2014 08:24 AM Story from Business Column By TED SCHWARTZ, ABC News
How Impact Investing Can Earn Returns, Peace of Mind
and in no way reflects the opinion of ABC News. Ted Schwartz, a certified financial planner
Feb 18, 2014 08:15 AM Story from Business Column By TED SCHWARTZ, ABC News
How to Tell Good Debt From Bad Debt
of the columnist and in no way reflects the opinion of ABC News. Ted Schwartz, a certified
Feb 03, 2014 07:37 AM Story from Business Column By TED SCHWARTZ, ABC News
Beware the Back-Test Investment Kings and Their Perfect Hindsight
is the opinion of the columnist and in no way reflects the opinion of ABC News. Ted Schwartz
Mar 25, 2014 03:20 PM Story from Business Column By TED SCHWARTZ, ABC News
The Perils of Investing Based on Past Performance of Stocks
. Jamie Cornehlsen and Ted Schwartz are advisors with Capstone Investment Financial Group
Apr 21, 2015 06:00 PM Story from Business Column By JAMIE CORNEHLSEN and TED SCHWARTZ, ABC News
Everything You Know About Retirement Planning Is Probably Wrong
are those of the columnists and not of ABC News. Jamie Cornehlsen and Ted Schwartz are advisors
Mar 11, 2015 04:16 PM Story from Business Column By JAMIE CORNEHLSEN and TED SCHWARTZ, ABC News
Ignore the Investing Gurus in 2015 ��� and Every Other Year
. Jamie Cornehlsen and Ted Schwartz are advisors with Capstone Investment Financial Group in Colorado
Jan 16, 2015 06:23 AM Story from Business Column By JAMIE CORNEHLSEN and TED SCHWARTZ, ABC News
Why You Need to Know Your Net Worth
are those of the columnists and not of ABC News. Ted Schwartz and Jamie Cornehlsen are advisors
Jun 03, 2014 03:23 PM Story from Business Column By TED SCHWARTZ and JAMIE CORNEHLSEN, ABC News
How Much Will You Need to Retire?
of the columnists and not of ABC News. Jamie Cornehlsen Ted Schwartz are advisors with Capstone
Jul 22, 2014 06:23 AM Story from Business Column By JAMIE CORNEHLSEN and TED SCHWARTZ, ABC News
Weigh the Downsides of Tying Up Your Money
of the columnists and not of ABC News. Jamie Cornehlsen Ted Schwartz are advisors with Capstone
Sep 30, 2014 06:23 AM Story from Business Column By JAMIE CORNEHLSEN and TED SCHWARTZ, ABC News
To Win the Social Security Game, You Must Know the Rules
here are those of the columnists and not of ABC News. Jamie Cornehlsen and Ted Schwartz
Nov 21, 2014 06:23 AM Story from Business Column By JAMIE CORNEHLSEN and TED SCHWARTZ, ABC News
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