The Latest

Wellesley Wealth Advisor John Williams Co-Authors New Book to Transform Policyholders’ Experience with Life Insurance

New book shows what it takes to make the end-to-end experience ten times better for policyholders as they search for, obtain and preserve a life insurance policy. WELLESLEY, Massachusetts, October 18, 2017 – Any affluent buyer or professional advisor who has gone through the

Read more

Categories: The Latest

Third Quarter 2017 Market Commentary

2017 Third Quarter Market Commentary “Money, it’s a gas Grab that cash with both hands and make a stash” – David Gilmour (1946- ); English guitarist, singer, songwriter What If You’re Chained to the Block When It Sinks? One of the things I like

Read more

Categories: Uncategorized

Second Quarter 2017 Market Commentary

2017 Second Quarter Market Commentary “Win or lose, we go shopping after the election.” – Imelda Marcos (1929- ); former First Lady of the Philippines Summer Work My sixteen-year old son is working his first ever job this summer. It’s a straight retail job,

Read more

Categories: Uncategorized

First Quarter 2017 Market Commentary

2017 First Quarter/Summer Preview Market Commentary “All people are born alike…except Republicans and Democrats.” – Groucho Marx (1890-1977); social gadfly According to Plan Strident Democrats will tell you this is what happens when you make a reality television star the most powerful man in

Read more

Categories: Uncategorized

Fourth Quarter 2016 Market Commentary

2016 Annual Market Commentary “Democracy is messy.” – Donald Rumsfeld (1932- ); former Secretary of Defense Now We Know Hang on. Hold on. Republican or Democrat, take a breath. There are the numbers. Alternatively, there are emotions. There are panics. There are histrionics. There

Read more

Categories: Quarterly Newsletter, The Latest

Welcome Cintia Kempkes, CFP®

Capital Formation Group is pleased to announce the hire of Cintia Kempkes, CFP®, as our new Senior Vice President and Regional Head of Financial Planning. Cintia will be based in New York City as part of our strategic partnership with Ingalls and Snyder LLC.

Read more

Categories: Company News, The Latest

Ingalls & Snyder and Capital Formation Group Announce New Investment Management Relationship

New York, April 1, 2015. Ingalls & Snyder, LLC, a leading independent investment management firm based in New York City, and Capital Formation Group, Inc., a sophisticated financial planning firm based in Wellesley, Massachusetts, are pleased to announce a new relationship between the two

Read more

Categories: Company News, The Latest