Capital Consulting Group

05/11/2026

Stocks rose last week as peace talks picked up while investors cheered better-than-expected economic news and Q1 corporate results.

� Get Invested Right | Give your life-savings the attention it deserves with our fiduciary approach to personalized investing: www.SmartMixPortfolios.com
� Get & Stay Organized | Watch the 2-minute video to learn how: www.ClearFinancialFuture.com
� Keep in Touch:
-- Facebook | www.Facebook.com/EricHagenPro
-- LinkedIn | www.LinkedIn.com/in/EricHagenPro
-- YouTube | www.YouTube.com/EricCHagen
� Review previous episodes: http://www.InvestWithCCG.com/WEVU

02/11/2026

🤝 Business Partner Spotlight: Capital Consulting – Eric Hagen

Eric Hagen is the owner, president, and wealth manager of Capital Consulting. Eric and his wife Kelly are long-time Avail supporters — with 3 children who have already completed K–8, 4 currently at Avail, and 2 more they’re excited to send (yep, that's 9 kiddos)! To say they love Avail is an understatement. 💛

Just as Avail carefully stewards their students, Capital Consulting Group helps clients steward the relationships and resources they’re entrusted with — from personal wealth planning, fiduciary investment management, retirement income, estate planning, college, tax, and more.

Check out Eric and Capital Consulting in the comments 👇

03/21/2025

Where is the stock market & economy headed? Yesterday, we shared our thoughts & more during our monthly Capital Markets Update & Outlook presentation. We look at the facts, review the positives, the headwinds, and what we think it means moving forward. If you have any thoughts or questions, please don't hesitate to ask below in the comments section. To view the entire presentation and to download a summary, visit our website here: https://www.investwithccg.com/events-clone-1695326862538/capital-markets-update-outlook-for-february-2025-ltk9a

03/10/2025

Eric attended LPL's Recognition Club Conference in Scottsdale last week and said he feels incredibly blessed to a part of such a high-achieving group of fellow financial advisors.

He said he is so grateful for his clients, for their trust, and for the confidence they put in him. This was his first Recognition Conference with LPL - he added that he is excited for this new chapter and how he will be able to serve his clients better.

Eric's wife Kelly, their youngest Jonah, and their daughter Eden joined them on the trip too. Aside from a robust schedule of business sessions focused on serving clients better, he was able to play some golf and get out fishing as well. Eric likes to say, "work hard, play hard!"

09/16/2024

Stocks rallied last week as investors received better-than-expected consumer and producer inflation data.

� Get Invested Right | Give your life-savings the attention it deserves with our fiduciary approach to personalized investing: www.SmartMixPortfolios.com
� Get & Stay Organized | Watch the 2-minute video to learn how: www.ClearFinancialFuture.com
� Keep in Touch:
-- Facebook | www.Facebook.com/EricHagenPro
-- LinkedIn | www.LinkedIn.com/in/EricHagenPro
-- YouTube | www.YouTube.com/EricCHagen
-- Instagram | www.Instagram.com/EricHagenPro
� Review previous episodes: http://www.InvestWithCCG.com/WEVU

05/23/2024

Today we delivered our monthly update & outlook - the positives, headwinds, & what we think it all means moving forward. Below is a summary - you can get the PDF and see the full presentation here: https://www.investwithccg.com/events-clone-1695326862538/2024/01/18/capital-markets-update-outlook-hjw77-ygl9y-fn5e3-ld6aj
To learn about our personalized approach to investment management & how we may be able to help you get invested right, visit: https://www.investwithccg.com/smartmix

11/29/2023

Do you know the difference between a global mutual fund and an international mutual fund?

Investors seeking world investments can choose between global and international funds. What's the difference?

11/27/2023

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

11/24/2023

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.