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Capital Directions

AT CAPITAL DIRECTIONS, our vision is to be the premier wealth manager in the Southeast. We seek to accomplish that vision by limiting our practice only to those clients who have investable assets of $1 million or more and who value a close, consultative relationship with their advisor. 

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

02/11/2014

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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01/31/2014

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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01/15/2014

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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11/19/2013

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

Second Quarter 2014 Client Letter

It was in this space just over a year ago that we addressed the rather distressing fact that the Dow Jones Industrial Average had just busted through the 14,164 record high it had achieved way back in 2007.

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