Blog

3 Investment Terms You Should Know

Paul Kelly

Tuesday, February 28, 2023

Even if you’ve been investing for years, the language of investing can sometimes feel confusing. Getting a better grip on investing terminology (which is often a complex combination of legalese, colloquialisms and slang) can help...

Check Your IRA Beneficiaries

Paul Kelly

Sunday, January 8, 2023

When you list the people who will benefit from your lifetime of hard work (your beneficiaries), is that group of names the same this year as last? Life can change in the blink of an eye, and it’s important that you have a record...

As the year’s final month, December brings holiday gatherings and hopefulness for brighter days ahead in 2023. Looking back at how the economy performed in November, we saw lighter holiday-week trading at Thanksgiving...

Capitol Financial Solutions, a Super-OSJ affiliated with Royal Alliance Associates with over $2.2 billion in total assets under administration, today announced the successful recruitment of Paul Kelly, AIF®, a Financial Advisor based in...