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Thursday, November 16, 2023

November has arrived. At the start of this month, all eyes were focused on whether the Federal Reserve (Fed) would hike interest rates for a fifth time this year or hold rates steady. The Fed’s decision to leave interest rates...

Wednesday, August 16, 2023

Our newsletter this month features a video exploring the facts about early retirement, and helpful articles about challenges women face when planning to retire, the importance of making sure your retirement accounts are working in...

Saturday, July 15, 2023

Investing involves risk. We all know that, but it doesn’t make it any easier to bear the endless supply of distressing headlines. Between skyrocketing inflation, bank closures, and a few years of market turmoil, it’s been...

Tuesday, June 6, 2023

We strive to keep you regularly updated with important market changes and news.Please find this week’s Market View Weekly from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This commentary provides...

Tuesday, May 2, 2023

We strive to keep you regularly updated with important market changes and economic news. Please find the most recent Quarterly Market Recap from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This...

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Tuesday, April 4, 2023

Kingdom Advisors, a membership community for financial professionals who specialize in serving the Christian market segment, has granted the CKA® designation to Scott Sorrell. The CKA® is the gold-standard for professionals desiring to...

Saturday, April 1, 2023

Modest gains in major market indices masked sharp volatility amid the uncertainty arising from mixed messages emanating from public officials and revived banking fears. The Dow Jones Industrial Average gained 1.18%, while the Standard...

Tuesday, February 28, 2023

When you have a major life event such as getting married, having a child, or buying a home, your financial situation and priorities may change. As your life changes, your financial decisions must stay in line with your goals, values,...

Sunday, January 8, 2023

In a holiday-shortened week, erratic trading left stocks marginally down for the week.The Dow Jones Industrial Average lost 0.17%, while the Standard & Poor’s 500 slipped 0.14%. The Nasdaq Composite index fell 0.30%. The MSCI...

Thursday, November 10, 2022

It is hard to believe we are in the midst of yet another election cycle. With inflation soaring, economic growth slowing, and extremely choppy markets, midterm elections seem like an afterthought. But on Tuesday, November 8th, 435...

Thursday, September 15, 2022

Like many Americans, you may be feeling pain from the high cost of living every time you buy groceries or fill up at the pump. Surging food costs and higher gas prices are pinching consumers, especially those living on a fixed income....

Monday, August 15, 2022

Panic selling is not an investment strategy. Repeat: panic selling is not an investment strategy.Investors who pull the emergency brake and bail out during a market decline almost always lock in a loss on their investments. And if they...

Monday, June 13, 2022

Welcome to June!What a relief to have May in the rearview mirror after a volatile month (in both the markets and the headlines). Surprisingly, despite weeks of negative performance, the major stock indexes actually finished flat,...

Tuesday, May 3, 2022

Thursday, March 31, 2022

Friday, February 18, 2022

Wednesday, January 19, 2022

Educational attainment is a bedrock of the American Dream. We all want our kids to do better than us, and we’ll do anything to help them achieve that! There are dreams, and then there’s reality: college costs have exploded...

Sunday, January 2, 2022

Wednesday, December 8, 2021

Wednesday, November 17, 2021

Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.Staying put for 2022 are traditional Individual Retirement Accounts (IRAs)...

Wednesday, November 10, 2021

Thursday, November 4, 2021

Thursday, November 4, 2021

We're excited to show off our renovated office!

Tuesday, October 19, 2021

Healthcare can be one of the priciest yet essential parts of life’s journey. And yet, many struggle to utilize the financial tools that may help. Take Health Saving Accounts (HSAs), for example.In 2019, 55% of those with HSAs...

Friday, September 17, 2021

The news keeps getting better for Social Security recipients.It's now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most significant increase since 1983.1...

Monday, September 13, 2021

Wednesday, August 18, 2021

There are no two ways around it: childcare is expensive! In many cities, it can cost nearly as much as the mortgage or rent payment, which puts parents in a Catch-22: they have to work to afford childcare, but they need childcare in...

Tuesday, July 20, 2021

Summer brings the perfect time for BBQs with friends, fun in the sun, and making memories at the beach or pool. With the first half of the year in the rearview mirror, summer also gives us a chance to perform a mid-year assessment on...

Thursday, June 17, 2021

Every year in June, National Safety Month focuses on reducing causes of injury and death in the workplace, on the road, at home, and in our communities by making safety a priority. It’s an intentional time to identify and...

Friday, May 14, 2021

We know how devastating being the victim of fraud can be. When it comes to protecting credit, most people only consider taking precautions for adults. But many victims of identity theft crimes are children. Why? Their credit typically...

Friday, April 16, 2021

While it’s natural to look ahead to a leisurely retirement, it’s prudent to prepare for expenses that catch many retirees by surprise. In a recent survey, nearly one-third of retirees reported they faced at least four...

Friday, March 19, 2021

Preparing your taxes can be a real drag. It can feel like tax day looms over your spring! Well, fear not: the IRS has given you another month to file your taxes!The Treasury Department and Internal Revenue Service has announced that...

Thursday, March 11, 2021

Scott D. Sorrell, CFP®, AIF®, AEP®, ChFC®, CLU®, RICP®, CASL®, CLTC Achieves Prestigious Top of the Table MDRT Qualification Raleigh, North Carolina (March 11, 2021) — Scott D. Sorrell, CFP®,...

Friday, February 19, 2021

Stock prices inched higher last week amid declining COVID-19 cases, a pick-up in vaccinations, and progress on a fiscal relief bill.The Dow Jones Industrial Average gained 1.00%, while the Standard & Poor’s 500 rose 1.23%....

Wednesday, January 20, 2021

As we’ve seen, data breaches, such as the Russian-based SolarWinds attack that was announced late last year, can have major impact on online security. In light of these recent data breaches, we wanted to send along some tips to...

Friday, December 18, 2020

We wish you a very happy new year! As we close in on year-end, a common topic of conversation amongst friends and family is what resolutions they vow to make in the new year. One of the top kind of resolutions deal with finances in...

Friday, November 20, 2020

As the leaves fall and the sweaters come out, autumn is typically the time of year when many are feeling the financial effects of vacation-packed summers. This year there’s likely an additional element impacting you...

Thursday, October 15, 2020

The countdown to Halloween is officially on! Bags of candy fill the store shelves and scary costumes are flooding aisles. Due to the ongoing pandemic, Halloween may need to look a little different this year to keep your family and...

Wednesday, September 16, 2020

At some point in life, you’ll be in the market to buy something that costs big bucks. No matter the purchase, sometimes the decision can be hard to make. Here are three things you should ask yourself before you spend your...

Thursday, August 13, 2020

While COVID-19 cases continue to rise globally, a bright spot on the horizon is continued vaccine development progress with 135 potential vaccines in testing with the possibility of being available by January. Unemployment rates are...

Wednesday, August 5, 2020

Dads teach us so much. To work hard for the life we want... To have fun and live each day to the fullest... To put family before all else. Happy Father's Day! I was lucky to spend my day with my dad in Southport.

Tuesday, June 9, 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...

Friday, January 10, 2020

PRESS RELEASE Contact: Chessie Ralston | VP Marketing cralston@capfs.com Direct Phone: 919.719.3809 FOR IMMEDIATE RELEASE Raleigh, NC, January 9, 2020 – Scott D. Sorrell, CLU®, ChFC®, CFP®, AIF®, RICP®,...

Tuesday, July 16, 2019

Happy to share this video montage of some of our #CapitolCares events throughout the years.

Monday, August 6, 2018

Scott Sorrell and Devin Butler provide business updates in this new VLOG.

Monday, June 25, 2018

On March 24, 2018 our Raleigh, Charlotte and Richmond offices celebrated Red Nose Day. We came together to change the lives of kids who need our help the most. To learn more about this special cause, visit https://donate.rednoseday.org/

Tuesday, March 6, 2018

Raleigh, NC (February 28, 2018) —Scott D. Sorrell, CLU®, ChFC®, CFP®, AIF®, RICP®, CASL®, CLTC of local Capitol Financial Solutions in Raleigh, North Carolina has qualified for Top of the Table, a coveted...

Thursday, January 4, 2018

The High Country of NC offers so much and generally includes Boone, Blowing Rock, Linville, Banner Elk, Beech Mountain, and other surrounding locations. One thing I love about being born and raised as a North Carolinian is our state...

Thursday, November 30, 2017

I recently went to South Africa and am excited I was able to visit my 5th continent. I went on a Safari and then to Cape Town. Both experiences were wonderful but I can say the Safari was one of the most unique and enriching travel...