Capital Growth, Inc.

Do you have an emergency fund? What's your investment horizon? What is your risk tolerance? What are your objectives? How well do you understand investing?... Investing is exciting, intellectually satisfying and most of all, financially rewarding. But what should you know before getting started? Check out our blog post all about what you need to consider before investing to evaluate if you're ready to start. https://capitalgrowthinc.com/what-to-consider-before-inves/

There are many different types of life insurance available - and we understand that this makes the path to owning life insurance a difficult one to navigate. Check out our blog post that has everything you need to know about life insurance categories and which one is right for you. We've also included a handy FREE life insurance comparison chart so you can get the info you need at a glance. Don't forget that it's important to review your life insurance policy periodically ov...er time as your needs may change. Read more on the blog: https://capitalgrowthinc.com/life-insurance-which-type-is-/ #lifeinsurance #financialadvice #financialplanning #financialadvisor

Do you know if your risk tolerance has changed? It's not unusual for it to change in such an unpredictable economic climate, but the important thing is that you're up to speed. We have a tool to help you better understand your risk tolerance. Take the free quiz here to make sure your investment strategies align: https://bit.ly/2Wjb1Rc

Is it time to update your life insurance policy? So you've made the right steps towards financial peace of mind - but have you re-evaluated your needs since making that big decision? Your life and needs will change, and your life insurance policy needs to reflect that. We've made a handy checklist for use during your annual audit that can help you determine if you need to update your life insurance policy.... Check it out here: https://capitalgrowthinc.com/is-it-time-to-update-your-lif/

Be patient. Be strategic. Be safe. In this strange time and economic turmoil, it's crucial to review your financial strategy once again to determine if you're on the right path. Check in on your healthcare plan and retirement. Review your risk tolerance and goals to confirm that your long terms plans will still be on track.... There may also be new opportunities to either add to your accounts and holdings if appropriate, or, keep more cash available to meet your current financial needs. Capital Growth is dedicated to helping you achieve your financial goals, no matter the economic situation. Download our COVID-19 financial fact sheet on our website here: https://capitalgrowthinc.com/financial-health-covid-19-opp/

"The very first trade I made was an options trade when I was 19 years old. It made me 11 times my money." Get to know our Founder & President on this month's Capital Spotlight, where we sat down with Art Molloy to talk about inspiration, hobbies, and of course - investing. https://zcu.io/u1NM #CapitalSpotlight #ArtMolloy #InvestorInsights #FirstTrade #WealthManagement

Do you have questions about life insurance? Are all the Google results just confusing you more? Capital Growth Inc. offers Life & Long Term Care insurance. Bring your questions to an advisor for a free consultation to learn more about how you're never too young to think about life insurance. https://zcu.io/2MbU ... #lifeinsurance #financialplanning #financialadvisor #financialadvice

It's not too late to start thinking about life insurance, but you might not know where to begin. Here's a great roundup of life insurance facts for millennials. https://zcu.io/brQY #millennials #lifeinsurance #financialplanning

Food for thought: If you have a limited amount to spend, and only need insurance for a specified period of time, you may be able to get more coverage by buying term insurance than by buying cash value insurance. Keep in mind that the cost of term insurance increases as you get older, which may make it more expensive than cash value insurance in the long run. https://zcu.io/Bw8v ... #lifeinsurance #financialplanning #financialadvice

Hi, this is Scott Dickerson Vice President. Scott has a background in comprehensive financial planning with an emphasis on portfolio construction and design for retirement funds. Do you want to get to know Scott? Find out his experience, designations and more on his advisor page.... https://zcu.io/dek4 #CapitalPeople #MeetTheTeam #FinancialPlanning

Is something weighing on the back of your mind? Is that something related to life insurance? Capital Growth offers services for both life and long-term care insurance. If you're ready to find out more, request a free consultation today! https://zcu.io/uU5a ... #financialplanning #lifeinsurance #financialadvisor #financialliteracy

"Financial advisors say this is one of the most common and potentially costly retirement and estate planning errors that savers and investors make." Read more to learn not only why it's important to keep your beneficiaries up to date, but also how and when to do so. Do you need to review your beneficiaries? Contact Capital Growth today.... https://zcu.io/6xWB #financialadvisor #financialplanning #financialliteracy #beneficiaries

As a senior client service associate Claudia believes that the client's needs and objectives /always/ come first. In fact, she wants to make a positive difference with each client she work for and with. To request a consultation with Claudia and to learn more about her, check out her advisor page! https://zcu.io/nYef ... #clientservices #meettheteam #financialadvice #financialplanning #financialliteracy #financialadvisor

What does music and updating your beneficiaries have to do with each other? Find out some personal anecdotes about the importance of updating beneficiaries from our Wealth Management Specialist Matthew Belardes on our latest blog post. https://zcu.io/kPOx #Wealthmanagement #financialadvice #beneficiaries #estateplanning #propertytitles #investment #financialplanning

In California, you have these three basic rights as a trustee: 1. You have the right to be informed about the status of your trust. 2. You have the right to timely trust distributions in their full designated amount. 3. You have the right to fair treatment by your trustee.... If those three beneficiary rights aren’t being met under California law, then the trustee must be held accountable, and you should recover what lawfully belongs to you. #beneficiary #trustee #estateplanning #financialplanning #financialadvisor

Brian Levitt is a Global Market Strategist at Invesco US He is responsible for the development and communication of the firm’s investment outlooks and insights. Join him today for a live webinar at noon Pacific time, where we'll discuss the upcoming election, and 10 Truths No Matter Who Wins. Register now! https://zcu.io/PVYD ... #Webinar #2020Election #financialplanning #financialadvice #Invesco

With the uncertain effects of COVID-19 on the markets, it's not unusual to seek financial consultations. At Capital Growth, we offer completely FREE consultations with our wealth management specialists. Bring your financial questions and concerns to the table. Contact us today to request your consultation. #FinancialPlanning #wealthmanagement #financialadvisor #financialconsultations

Reviewing your beneficiaries is crucial. This could prevent many issues in the future. Some things to consider: Did you name a charity? If so, is it still active? Has your primary beneficiary predeceased you? Are there any ex-spouses who need to be removed?... https://zcu.io/icWf #beneficiaries #financialliteracy #financialgrowth #financialplanning #wealthmanagement