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 $2 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
11/08/2012
Investment Implications of Higher Taxes: Pay Now or Pay Later?
Now that the 2012 election is behind us, we finally have some certainty about which political parties will control which branches of government.
10/01/2012
The "Whac-A-Mole" Approach to Investing
“The Market seems uncertain to me right now; maybe I should take some equity investments off the table”.
This statement, or a derivation of it, is commonly put to advisors such as me.
08/08/2012
Flight or Freeze?
“Don’t just stand there – do something!”
That is the refrain of anxiety, fear and panic. It is the fight-or-flight survival instinct put into words – a plea to do anything other than stay put.
05/18/2012
Are IPOs A Good Investment?
The Facebook initial public offering (IPO) has generated a large amount of attention in the media. With other popular technology companies such as Groupon, Pandora, and LinkedIn going public in recent months, the IPO landscape looks similar to the dot-com days of the late 1990s.
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
First Quarter 2013 Client Letter
As the major stock indexes have, one-by-one, broken through their previous record highs in recent months, it has been interesting to observe that the dominant reaction among many investors has not been one of celebration but, rather, trepidation.
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INVESTMENT INSIGHT
What Should Long-term Investors Do About the Fiscal Cliff?
All eyes are on the potential impacts of the so-called "Fiscal Cliff". Capital Directions authored an Investment Insight to help investors keep a long-term perspective.
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PUBLISHED
The 12 Investment Myths
by Jack Calhoun, Managing Principal, has recently been published.
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