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.
Now that the 2012 election is behind us, we finally have some certainty about which political parties will control which branches of government.
“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.
“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.
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.
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.READ MORE »
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.READ MORE »
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.READ MORE »