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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Taking Care of Year-End Business
and in no way reflects the opinion of ABC News. Ted Schwartz, a Certified Financial Planner®, is president
Dec 14, 2011 08:05 AM Story from Business Column By TED SCHWARTZ, ABC News
Secrets of Managing Your Investment Portfolio
, could-haves and should-haves. Ted Schwartz, a Certified Financial Planner®, is president and chief
Nov 15, 2011 02:53 PM Story from Business Column By TED SCHWARTZ, ABC News
Gold Hits New Highs Daily; Time to Invest?
. Ted Schwartz, a Certified Financial Planner®, is president and chief investment officer
Aug 23, 2011 08:03 AM Story from Business Column By TED SCHWARTZ, ABC News
Index Annuities: Complex, Aggressively Sold Investments
. This way, everyone understands the motivation for the sale. Ted Schwartz, a Certified Financial
Sep 19, 2011 10:03 AM Story from Business Column By TED SCHWARTZ, ABC News
Good Debt, Bad Debt: Little Secrets About Borrowing
. Schwartz. Ted Schwartz, a Certified Financial Planner®, is president and chief investment officer
Aug 10, 2011 09:19 AM Story from Business Column By TED SCHWARTZ, ABC News
Your 401(k): Clearing the Fog Around Returns, Fees
expressed here are solely those of Mr. Schwartz. Ted Schwartz, a Certified Financial Planner
Jul 13, 2011 02:38 PM Story from Business Column BY TED SCHWARTZ, ABC News
How to Find the Right Financial Advisor
that seems too good to be true. Question everything. Ted Schwartz, a Certified Financial Planner
Sep 06, 2011 09:44 AM Story from Business Column By TED SCHWARTZ, ABC News
Stock Investing: How to Avoid Costly Portfolio Mistakes
at night. Ted Schwartz, a Certified Financial Planner®, is president and chief investment officer
Oct 27, 2011 10:36 AM Story from Business Column By TED SCHWARTZ, ABC News
Women Make Better Investors Than Men, but Why?
as wealthier. Ted Schwartz, a Certified Financial Planner®, is president and chief investment officer
Nov 28, 2011 08:05 AM Story from Business Column By 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 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
Why the Slowest Investors Win the Race
them far behind. Ted Schwartz, a Certified Financial Planner®, is president and chief investment
Apr 12, 2012 09:10 AM Story from Business Column By TED SCHWARTZ, ABC News
Playing 'What If' With Your Investments
reflects the opinion of ABC News. Ted Schwartz, a certified financial planner, is president
Jun 28, 2013 08:53 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
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
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