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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

Whose Interests Come First? - Part Two

 “All advice should be in the best interest of the consumer. Bad financial advice is just wrong – period.”

That was the quote from Jo Ann Jenkins, CEO of AARP, which I used to close my most recent post highlighting the Department of Labor’s (DOL’s) new fiduciary proposal.

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Whose Interests Come First?

 Here’s the scenario…

Patient: “Hi Doc, I came to see you today because I’m really not feeling well.”

Doc: “Tell me more about that.”

Patient: “I’m running a fever and coughing like crazy.”

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Searching for the Holy Grail of Investing

CAPE Fear: Can we use Valuation Ratios to Time the Market?

With popular market benchmarks like the S&P 500 setting record highs in 2014, many investors have become apprehensive. They’re afraid that a major market decline is imminent and are eager to find a strategy that promises to avoid the pain of an extended downturn while still capturing any up-side potential.

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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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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

Second Quarter 2015 Client Letter

Long-term investors must resist the temptation of conventional wisdom.

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PUBLISHED

The 12 Investment Myths

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

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