Marathon 401(k) Model Allocations – Q1/2022

Attention Marathon Employees, Capstone Wealth Advisors 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

Hilcorp 401(k) Model Allocations – Q1/2022

Attention Hilcorp Employees, Capstone Wealth Advisors 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

BP 401(k) Model Allocations – Q1/2022

Attention BP Employees, Capstone Wealth Advisors 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

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

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

RAP/Pension InterestRate Chart October 2021

BP Employees, September’s interest rates, which impact retirees collecting their BP RAP benefits on January 1st, 2022, were in-line with our projection that rates would remain essentially flat through January 2022. We are however forecasting rates will begin moving higher in the months ahead. Despite current strains on our economy (supply shortages, increased inflation, labor

RAP/Pension InterestRate Chart September 2021

Attn BP Employees, August interest rates, which affect retirees collecting their BP RAP benefits on December 1st show little change from July and indicate the current environment of low interest rates will hold up through the end of the year. We have extensively discussed the possibility of this happening in our pension commentary for the

Marathon 401(k) Model Allocations – Q4/2021

Attention Marathon Employees, Capstone Wealth Advisors is pleased to announce the release of our Q4/2021 401(k) Model Allocations.  In this quarter’s update we have maintained our core concentrations in Large-Cap, US companies and have further reduced the exposures to International and Emerging Markets. As we enter the last quarter of 2021, we see equity markets

Hilcorp 401(k) Model Allocations – Q4/2021

Attention Hilcorp Employees, Capstone Wealth Advisors is pleased to announce the release of our Q4/2021 401(k) Model Allocations.  In this quarter’s update we have maintained our core concentrations in Large-Cap, US companies and have further reduced the exposures to International and Emerging Markets. As we enter the last quarter of 2021, we see equity markets

BP 401(k) Model Allocations – Q4/2021

Attention BP Employees, Capstone Wealth Advisors is pleased to announce the release of our Q4/2021 401(k) Model Allocations.  In this quarter’s update we have maintained our core concentrations in Large-Cap, US companies and have further reduced the exposures to International and Emerging Markets. As we enter the last quarter of 2021, we see equity markets