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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? - Only Time Will Tell

We finally have a new Fiduciary Rule that becomes the law of the land next year on April 10, 2017. Now what?

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Is Today's Market More Volatile?

This question has come up frequently in recent meetings with investors. It is not surprising when you consider the level of media attention on volatility and the advent of new phrases like Flash Crash and High Frequency Traders.

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Perspective on a Market Pullback

The first few trading days of 2016 have seen volatility return to the stock market. The recent downturn has been attributed primarily to fears of a slowdown in the Chinese economy and a continuing slide in the energy (oil and gas) sector. Short-term traders are making bets on the impacts that these and other events may have on the global economy, and this is spiking volatility in stocks around the world.

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Should Investors Sell After a Correction?

Stock prices in markets around the world fluctuated dramatically for the week ending August 27, 2015. On Monday, August 24, 2015 the Dow Jones Industrial Average fell 1,089 points— a larger loss than the “Flash Crash” in May 2010—before recovering to close down 588 points. Prices fell further on Tuesday before bouncing back on Wednesday, Thursday, and Friday. Although the S&P 500 and Dow Jones Industrial Average rose 0.9% and 1.1%, respectively, for the week, many investors found the dramatic day-to-day fluctuations unsettling.

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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

First Quarter 2016 Client Letter

The New Year began on a rather glum note, as January 2016 went into the books as the worst start to a calendar year for U.S. stocks since 2009. The Dow Jones Industrial Average lost 5.50%, while the Russell 2000 small stock index dropped 9.11%.

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PUBLISHED

The 12 Investment Myths

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

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