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405, 2023

RAP/Pension InterestRate Chart April 2023

Attn BP Employees, Interest rates were impacted in both directions over the past month with 1st and 2nd segment rates coming in lower than anticipated. The 3rd segment rate and Treasury rate were in line with our estimates. We anticipate corporate segment rates to drop over the coming months, which could provide relief for those looking [...]

2903, 2023

HF Sinclair 401(k) Model Allocations – Q2/2023

ATTN HF Sinclair 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 [...]

2903, 2023

Hilcorp 401(k) Model Allocations – Q2/2023

ATTN Hilcorp 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 [...]

2903, 2023

Marathon 401(k) Model Allocations – Q2/2023

ATTN Marathon 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 [...]

2903, 2023

BP 401(k) Model Allocations – Q2/2023

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 [...]

2903, 2023

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 [...]

903, 2023

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 [...]

202, 2023

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 [...]

501, 2023

BP 401(k) Model Allocations – Q1/2023

Attention BP Employees, Capstone Wealth Advisors 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 [...]

501, 2023

Hilcorp 401(k) Model Allocations – Q1/2023

Attention Hilcorp Employees, Capstone Wealth Advisors 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 [...]

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