Q1/2023 - Quarterly Market Recap
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...Read More
Sorrell Obtains Certified Kingdom Advisor Designation
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...Read More
Weekly Market Insights: Mixed Message Provokes Volatility
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...Read More
Life Events that Impact your Financial Plan in a Big Way!
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,...Read More
Weekly Market Insights: Erratic Holiday Trading Leaves Stocks in Doldrums
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...Read More
Helpful Info About Midterm Elections & Market Performance
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...Read More
A 9.6% COLA increase? It could be the real thing!
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....Read More
What is the Cost of Missing a Market Rebound?
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...Read More
May's Bumpy Ride Was Tiresome for All
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,...Read More
Market View Weekly - April 22nd
Video: Market Update
Video: Market Update
Should You Use Your Retirement to Pay for College?
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...Read More
Happy New Year!
Biden Signs Infrastructure Bill
2022 Contribution Limits
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)...Read More
Video: Happy Thanksgiving
Video: Are You Prepared For The Upcoming Tax Legislation?
Video: Please Join Us For Our Open House
We're excited to show off our renovated office!Read More
The Underutilized Benefits of a Health Savings Account
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...Read More
A 6.1% Bump in Social Security?
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...Read More
Special Video Announcement
Do You Qualify for the Child Tax Credit?
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...Read More
It’s the Perfect Time…
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...Read More
Don’t Let a Loved One Become a Statistic
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...Read More
Steps To Avoid Credit Fraud Against Children
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...Read More
Don’t Let Unexpected Expenses Derail Your Retirement
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...Read More
Haven’t Filed Your Taxes Yet? Don’t Worry!
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...Read More
Put Experience and MDRT to Work for You…
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®,...Read More
Weekly Market Insights: Fed Chair Says No Change For Now
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%....Read More
2021 Tips for Cyber Security
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...Read More
Financial resolutions that are actually attainable.
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...Read More
The Holidays are Upon Us - Plan Ahead!
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...Read More
Safe Ways to Safely Celebrate Halloween 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...Read More
Questions to Ask Yourself Before a Big Purchase
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...Read More
August 2020 Market Matters Update
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...Read More
Happy Fathers Day
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.Read More
45-year industry veteran joins Capitol Financial Solutions as affiliate advisor
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...Read More
Scott D. Sorrell Earns Accredited Estate Planner Designation
PRESS RELEASE Contact: Chessie Ralston | VP Marketing firstname.lastname@example.org Direct Phone: 919.719.3809 FOR IMMEDIATE RELEASE Raleigh, NC, January 9, 2020 – Scott D. Sorrell, CLU®, ChFC®, CFP®, AIF®, RICP®,...Read More
Happy to share this video montage of some of our #CapitolCares events throughout the years.Read More
VLOG Featuring Scott Sorrell and Devin Butler
Scott Sorrell and Devin Butler provide business updates in this new VLOG.Read More
Red Nose Day 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/Read More
Sorrell Achieves Prestigious Top of the Table MDRT Qualification
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...Read More
High Country of North Carolina
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...Read More
South Africa Trip
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...Read More