Investing

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Capita's Financial Summer Bootcamp 2025

Events & Webinars
Capita Financial Network latest Summer Bootcamp featuring two insightful presentations: The 10 Commandments of Investor Behavior with Dr. Daniel Crosby, Chief Behavioral Officer at Orion OCIO — exploring how psychology impacts financial decisions and how to invest more effectively. Current Markets and Portfolio Decisions with Zacc Call, CFP®, President of Capita — offering timely insights and strategies for navigating today’s market environment. Watch the full session for practical takeaways on investor behavior, market trends, and smart portfolio decisions.
by 
Zacc Call
Investing

Cyclical Stocks

Article
Explore the world of cyclical stocks and their connection to economic trends. Learn what cyclical stocks are, how macroeconomic factors impact them, and discover why diversifying your portfolio with cyclical stocks can be a wise strategy.
by 
Zacc Call
Investing

BONUS: Roth vs. No Roth

Podcast
Zacc Call joins Erik Soderborg for an engaging conversation navigating Roth vs. Traditional Accounts.
by 
The Financial Call
Investing

Guided Path 6-5 Have the Right Network

Podcast
This episode talks about having a plan and the right mentality when owning or selling a business, you don't want to miss it!
by 
The Financial Call
Investing

Guided Path 6-4 Exiting Your Business

Podcast
Join Zacc and Laura with attorneys Bryant Jensen and Megha Kundra for expert advice how to exit your business and the logistics of doing so.
by 
The Financial Call
Investing

Guided Path 6-3 Invest in Your Business & Your Retirement

Podcast
In this episode, Zacc Call and Laura Hadley discuss investing in your business and retirement as a business owner. They differentiate between business creators and solo practitioners, emphasizing the importance of scaling up a business to increase income potential.
by 
The Financial Call
Investing

Guided Path 3-7 Building Your Portfolio

Podcast
Listen to learn how to build your portfolio and avoid common beginner mistakes for investors.
by 
The Financial Call
Investing

Guided Path 3-6 Options, Futures, Private Markets

Podcast
Listen in to learn about the world of alternative investment options to help diversify your investment portfolio.
by 
The Financial Call
Investing

Guided Path 3-5 Real Estate

Podcast
Learn about real estate investing with Zacc Call, Laura Hadley and Tyson Long.
by 
The Financial Call
Investing

Guided Path 3-4 Funds

Podcast
Join us as we discuss all you need to know about investing in funds.
by 
The Financial Call
Investing

Guided Path 3-3 Understanding Bonds

Podcast
Your guide to everything you need to know about investing with bonds.
by 
The Financial Call
Investing

Guided Path 3-2 Stocks

Podcast
Learn the basics of stocks and how they can be added to your financial portfolio.
by 
The Financial Call
Investing

Guided Path 3-1 Investing Basics

Podcast
Learn the basics of investing and getting started with your portfolio.
by 
The Financial Call
Investing

Investing Rookie (and not-so-rookie) Mistakes

Article
You can’t have a perfect portfolio. Part of your portfolio will always drive you crazy.
by 
Zacc Call
Investing

Diversification – A Good Thing Gone Bad

Article
More is usually better however, just as you will get sick with too much ice-cream in one sitting, so will your portfolio with too much diversification.
by 
Zacc Call
Investing

ABCs of Mutual Funds

Podcast
Many people avoid mutual funds because they think they are risky, but that isn’t always true.
by 
Zacc Call
Investing

Advisor Vs. Index?…Wrong Question.

Podcast
Pinning up a financial planner against an index fund is a false dilemma, learn why!
by 
Zacc Call
Investing

Diversification – A Good Thing Gone Bad

Podcast
Listen/watch this new episode to see what’s considered the ‘no man’s land’ when it comes to investing and your portfolio.
by 
Zacc Call
Investing

Not-So-Rookie Investment Mistakes

Podcast
Zacc Call and Capita Advisor Matt Johns sit down and discuss the rookie mistakes, or not so rookie mistakes, made when investing.
by 
Zacc Call
Investing

Not So Preferred, Preferred Stocks

Podcast
This episode discusses how preferred stocks really work, and suggests other investment options that are actually preferred by the professionals.
by 
Zacc Call
Investing

Unicorn IPOs & Getting Rich While Losing Billions

Podcast
We cover the difficulty of determining the worth of “network effect” businesses.
by 
Zacc Call
Investing

What Your Financial Professional Does Not Want You to Know

Podcast
You can’t figure out why you either never hear from your financial professional or you can’t get them to leave you alone.
by 
Zacc Call
Investing

Quality Stock Picking with Nate Rhees

Podcast
How do you take the entire stock market with thousands of stocks and narrow it to 30?
by 
Zacc Call
Investing

Portfolio Audit with Kurt Brown

Podcast
Through an extensive portfolio audit, Townsquare exposes the 5 cardinal sins of portfolio management.
by 
Zacc Call
Investing

Invest Like an Institution – Model Delivery with Kurt Brown

Podcast
The layers between you and your end investment create inefficiencies that eat away at your possibilities for growth.
by 
Zacc Call
Investing
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© 2025 Capita Financial Network. All rights reserved.

All information provided through Education is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Capita Financial Network. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.
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Capita Financial Network does not offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.
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© 2025  All advisory services offered through Capita Financial Network, a SEC registered investment advisor. Registration with the SEC does not imply certain training or skill. Results are not guaranteed.