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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

What's Your Business Really Worth? Part 1

This would be a simple question to answer if your company was publicly traded. If you’re working in the private business world and you’ve tried to gauge whether you can afford to retire, you probably have been stumped figuring out what to use for the after-tax value of a business sale.

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The Importance of Behavior

Today’s awarding of the Nobel Prize in Economics to Dr. Richard Thaler of the University of Chicago reminded me of the influence his work has had on my work with retirement plans.

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Simple Gifts and Planned Gifts

Finding the right cause and writing a check is just the beginning. Planned Giving 2.0 takes a long-term holistic approach.

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Understanding Behavioral Finance Can Give You the Edge

Most successful people don’t want to think that they are incapable of being rational about their wealth, but it is important to point out why your financial advisors plays an important role in reminding you how to be “smart” about your wealth.

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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

Third Quarter 2017 Client Letter

β€œIs the stock market in another bubble?” Of all the questions we field from clients, prospects, friends and family – the question of whether we are in a bubble leads the way by far. There are two reasons why this question comes up so frequently these days.

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PUBLISHED

The 12 Investment Myths

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

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