Marathon 401(k) Model Allocations – Q2/2022
Attention Marathon Employees, Capstone RIA is pleased to announce the release of our Q2/2022 Model 401(k) Allocations. It is no secret the start of 2022 has been a wild ride for investors. With the war breaking out in Ukraine, inflation spiking and shocks to global supply chains, volatility has returned to the forefront of the equity [...]
Hilcorp 401(k) Model Allocations – Q2/2022
Attention Hilcorp Employees, Capstone RIA is pleased to announce the release of our Q2/2022 Model 401(k) Allocations. It is no secret the start of 2022 has been a wild ride for investors. With the war breaking out in Ukraine, inflation spiking and shocks to global supply chains, volatility has returned to the forefront of the equity [...]
Holly Frontier 401(k) Model Allocations – Q2/2022
Attention Holly Frontier Employees, Capstone RIA is pleased to announce the release of our Q2/2022 Model 401(k) Allocations. It is no secret the start of 2022 has been a wild ride for investors. With the war breaking out in Ukraine, inflation spiking and shocks to global supply chains, volatility has returned to the forefront of the [...]
RAP/Pension InterestRate Chart January 2022
ATTN BP Employees, Interest rates for December, impacting retirees collecting their BP RAP benefits on April 1st, 2022, saw a modest increase from November’s rates. While this slight increase in rates will cause a slight change in your pension value, we caution BP Retirees that future interest rates in the coming months are likely to be [...]
Holly Frontier 401(k) Model Allocations – Q1/2022
Attention Holly Frontier Employees, Capstone RIA is pleased to announce the release of our Q1/2022 Model 401(k) Allocations. In this quarter’s update we continue to maintain our core concentrations in large-sized companies and are favoring domestic stocks over international and emerging markets companies. Our outlook for 2022 remains positive however there are some looming issues which [...]
Marathon 401(k) Model Allocations – Q1/2022
Attention Marathon Employees, Capstone RIA is pleased to announce the release of our Q1/2022 Model 401(k) Allocations. In this quarter’s update we continue to maintain our core concentrations in large-sized companies and are favoring domestic stocks over international and emerging markets companies. Our outlook for 2022 remains positive however there are some looming issues which could [...]
Hilcorp 401(k) Model Allocations – Q1/2022
Attention Hilcorp Employees, Capstone RIA is pleased to announce the release of our Q1/2022 Model 401(k) Allocations. In this quarter’s update we continue to maintain our core concentrations in large-sized companies and are favoring domestic stocks over international and emerging markets companies. Our outlook for 2022 remains positive however there are some looming issues which could [...]
BP 401(k) Model Allocations – Q1/2022
Attention BP Employees, Capstone RIA is pleased to announce the release of our Q1/2022 Model 401(k) Allocations. In this quarter’s update we continue to maintain our core concentrations in large-sized companies and are favoring domestic stocks over international and emerging markets companies. Our outlook for 2022 remains positive however there are some looming issues which could [...]
RAP/Pension InterestRate Chart December 2021
ATTN BP Employees, Interest rates for November, impacting retirees collecting their BP RAP benefits on March 1st, 2022, saw both higher and lower rates depending on which of the corporate segment rates we are comparing. The 1st corporate segment rate was noticeably higher, while the 2nd segment rate was essentially unchanged, and 3rd segment rate was [...]
RAP/Pension InterestRate Chart November 2021
BP Employees, November’s interest rates, which impact retirees collecting their BP RAP benefits on March 1st, 2022, closely followed our forecast that rates would begin to rise after the new year. While rates did conform to our expectations and were close to our estimates last month, we are adjusting our outlook for the first part of [...]
