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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

The Charitable Remainder Trust - Having your cake and eating it too!

As many of you know, President Trump has proposed lower tax rates across the board, including taxes on capital gain income and ordinary income rates. In addition, the 3.8 percent Obamacare Medicare tax on net investment income may also be on the chopping block.

Whether or not the proposed tax changes tax place, CRTs should remain a smart strategy for generous taxpayers planning to sell appreciated assets such as marketable securities, real estate and certain closely held businesses.

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Take Two Weeks Off...Then Quit

If you’ve ever picked up a golf club you can probably relate to my friend who upon having a particularly rough day on the course declared “I know what I’m going to do to fix my game. I’m going to take two weeks off and then quit.”

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Presidential Elections and the Stock Market

Next month, Americans will head to the polls to elect the next president of the United States. While the outcome is unknown, one thing is for certain: There will be a steady stream of opinions from pundits and prognosticators about how the election will impact the stock market. 

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CFO 2016 Trends & Tips

CFO Magazine recently issued a special report titled “401(k) Trends and Tips for 2016”. The complete report is available at 401(k) Trends and Tips for 2016.

But knowing that you are a busy professional, I thought you might appreciate the "CliffsNotes” version.

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PUBLISHED

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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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 2016 Client Letter

The New Year arrives to find U.S. stocks in the midst of one of the more robust and unexpected market rallies in recent years. With the uncertainty surrounding the U.S. Presidential election resolved in early November, stocks surged upward during the last half of Fourth Quarter 2016 and never looked back.

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PUBLISHED

The 12 Investment Myths

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

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