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
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
5 Ways to Prepare Your Portfolio for Inflation
of the columnist and in no way reflects the opinion of ABC News. Ted Schwartz, a Certified Financial Planner
Aug 16, 2012 08:47 AM Story from Business Column By TED SCHWARTZ, ABC News
If You Think Risky Strategies Are Just For the JPMorgans, Think Again
at J.P. Morgan didn't say this enough — but you can. Ted Schwartz, a Certified Financial Planner
Jun 12, 2012 08:47 AM Story from Business Column By TED SCHWARTZ, ABC News
Exploding Myths About Investing in 'Safe' Bonds
is the opinion of the columnist and in no way reflects the opinion of ABC News. Ted Schwartz, a Certified
Jul 26, 2012 08:47 AM Story from Business Column By 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
Municipal Bond Scare Stories Mask Strong Returns
the opinion of ABC News. Ted Schwartz, a Certified Financial Planner®, is president and chief
Oct 15, 2012 10:18 AM Story from Business Column By TED SCHWARTZ, ABC News
Riding the Bond Bull—With a Helmet
goals. Ted Schwartz, a Certified Financial Planner®, is president and chief investment officer
Feb 28, 2012 05:13 PM Story from Business Column By TED SCHWARTZ, ABC News
Dividends: Take the Money and Run
reflects the opinion of ABC News. Ted Schwartz, a certified financial planner, is president and chief
Jan 22, 2013 11:11 AM Story from Business Column By TED SCHWARTZ, ABC News
The Sad Story of TIPS and Why There's No Silver Bullet to Fight Inflation
and in no way reflects the opinion of ABC News. Ted Schwartz, a certified financial planner
Dec 13, 2013 07:52 AM Story from Business Column By TED SCHWARTZ, ABC News
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