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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

First Quarter 2015 Client Letter

We have made the point in this space before about the pace of innovation and its incalculable impact on the value of companies and, by association, stocks. It is an esoteric point to be sure. And yet it is very real.

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PUBLISHED

The 12 Investment Myths

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

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