Marathon 401(k) Model Allocations – Q2/2023
ATTN Marathon Employees, Capstone RIA Bellingham is pleased to release our newly updated 401(k) model allocations for Q2/2023. It’s no secret the US economy has been facing many challenges lately, including the recent news of a few or some US banks failing and the increasing possibility of our economy going into recession. In times like these, [...]
BP 401(k) Model Allocations – Q2/2023
ATTN BP Employees, Capstone RIA Bellingham is pleased to release our newly updated 401(k) model allocations for Q2/2023. It’s no secret the US economy has been facing many challenges lately, including the recent news of a few or some US banks failing and the increasing possibility of our economy going into recession. In times like these, [...]
RAP/Pension InterestRate Chart March 2023
ATTN BP Employees, As specialists in the BP Retirement Accumulation Plan (RAP), we want to keep you informed about important updates that could affect your pension value. Interest rates have been a topic of concern recently, and we have some insights to share. While interest rates for February moved in line with our estimates, we are [...]
RAP/Pension InterestRate Chart February 2023
BP Employees: Interest rates for January, affecting retirees collecting their BP RAP (Retirement Accumulation Plan) benefits on May 1st, 2023, moved almost exactly in line with our estimates. As predicted, we expected Corporate Segment Rates to continue their decline due to the Federal Reserve Bank reducing the size of rate increases. As we noted in last [...]
RAP/Pension InterestRate Chart January 2023
BP Employees: Interest rates for December, affecting retirees collecting their BP RAP (Retirement Accumulation Plan) benefits on April 1st, 2023, moved closely in line with our estimates. As predicted, we expected and saw Corporate Segment Rates decline due to the Federal Reserve Bank slowing down the pace of rate increases. As we indicated previously, this could [...]
BP 401(k) Model Allocations – Q1/2023
Attention BP Employees, Capstone RIA is pleased to release our newly updated 401(k) model allocations for Q1 2023. With a widely anticipated recession looming in 2023, you may be wondering what you can do to navigate the increasingly choppy waters of the stock market. For starters, we highly recommend discussing your individual situation with one of [...]
Hilcorp 401(k) Model Allocations – Q1/2023
Attention Hilcorp Employees, Capstone RIA is pleased to release our newly updated 401(k) model allocations for Q1 2023. With a widely anticipated recession looming in 2023, you may be wondering what you can do to navigate the increasingly choppy waters of the stock market. For starters, we highly recommend discussing your individual situation with one of [...]
Marathon 401(k) Model Allocations – Q1/2023
Attention Marathon Employees, Capstone RIA is pleased to release our newly updated 401(k) model allocations for Q1 2023. With a widely anticipated recession looming in 2023, you may be wondering what you can do to navigate the increasingly choppy waters of the stock market. For starters, we highly recommend discussing your individual situation with one of [...]
HF Sinclair 401(k) Model Allocations – Q1/2023
Attention HF Sinclair Employees, Capstone RIA is pleased to release our newly updated 401(k) model allocations for Q1 2023. With a widely anticipated recession looming in 2023, you may be wondering what you can do to navigate the increasingly choppy waters of the stock market. For starters, we highly recommend discussing your individual situation with one [...]
RAP/Pension InterestRate Chart December 2022
BP Employees: Interest rates for November, affecting retirees collecting their BP RAP (Retirement Accumulation Plan) benefits on March 1st, 2023, moved almost identically with our estimated rates. In the coming month, we expect Corporate Segment Rates to decline as market expectations are for the Federal Reserve Bank to slow down the pace of future rate increases. [...]
