ATTN BP Employees,

Capstone Wealth Advisors 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, it’s more important than ever to have a Financial Advisor on your side to help guide your investment decisions. It’s easy to become overwhelmed by the constant fluctuations and uncertainty in financial markets and we strive to bring our expertise and experience to the table by helping you navigate the choppy waters of the market. When markets are in turmoil, it’s easy to let emotions like fear and panic guide your investment decisions but professional guidance can help you stay focused on your long-term goals and make rational decisions based on your financial situation.

During troubling markets, risk management quickly becomes a top priority for investors. It’s important to have a sound risk management strategy in place. At Capstone Wealth Advisors, we can help you evaluate your risk tolerance and create a diversified investment portfolio that balances risk and reward. We can also help you adjust your portfolio as needed to respond to changing market conditions so you can be confident that you’re making informed decisions that are based on your unique financial situation and long-term goals.

As noted above, we cannot overstate the importance of having an experienced, professional Financial Advisor to help you determine what is the best approach for you given your individual risk tolerance, time horizon and long-term goals. We offer free risk assessments to all BP employees and retirees.

To better understand which of our model 401(k) allocations is right for you, please follow the link below to a short survey that will help you determine what your risk tolerance is.

Click Here for Your Free Risk Tolerance Assessment

If you would like to schedule a consultation with one of our professional financial advisors, please email or contact our office directly at (877)739-6007.


Capstone Wealth Advisors

Bellingham, WA @cwabellingham Financial Planning Team.

Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Stock investing involves risk, including loss of principal. International & Emerging Markets investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in Emerging Markets.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

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Capstone Wealth Advisors and its representatives are separate and apart from any other named entity.