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Capital Directions

 

AT CAPITAL DIRECTIONS, our goal is to help our clients achieve their goals, whether the client is a high-net-worth individual, fellow advisor, corporate retirement plan or not-for-profit organization. In all three of our service offerings our focus is on quality over quantity, so that we may have a profound, positive impact on our clients' financial lives.

COMMENTARY

A Look at the University Endowment Model of Investing and the Individual Investor

Over the past decade there has been a great deal of hype in the financial press about the superiority of the so-called “endowment model” of investing. What is the endowment model you ask?  

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The Power of Listening

I have a confession to make. I have a friend who is a broker. There, I feel better getting that off my chest.

Aside from having built a very profitable book of business by the sheer force of his personality and some very aggressive sales tactics, along with jumping from one brokerage house to another for a hefty payday, he’s actually a good guy.

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Why Use So Much DFA?

Oftentimes when I am asked what the difference is between Capital Directions and a traditional Wall Street brokerage firm, I will start by drawing a diagram.  

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Why "Doing Something" Is Usually The Worst Thing Investors Can Do

"The market feels overvalued."

“How can it keep going up?”

"Maybe we should take some profits off the table."

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NEW BOOK FOR 2014

Life, Law & The Pursuit of Wealth: How Attorney Lifestyle Choices Impact their Ability to Retire

by Dennis Covington, Terry Hartigan, and Scott Pritchard

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PUBLISHED

The 12 Investment Myths

by Jack Calhoun, former Managing Principal, published in 2009.

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WHITE PAPERS

Overcoming the Real Problem with 401k Plans: A Case Study

This follow-up to "The Tyranny of Choice" details how the Advisors Access approach enabled two plan sponsors to enhance their plans, reduce their fiduciary liability, and lower costs.

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LETTERS TO OUR CLIENTS

Fourth Quarter 2014 Client Letter

The past three decades have seen more market extremes than any reasonable person could ever have predicted.

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