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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

Presidential Elections and the Stock Market

Next month, Americans will head to the polls to elect the next president of the United States. While the outcome is unknown, one thing is for certain: There will be a steady stream of opinions from pundits and prognosticators about how the election will impact the stock market. 

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CFO 2016 Trends & Tips

CFO Magazine recently issued a special report titled “401(k) Trends and Tips for 2016”. The complete report is available at 401(k) Trends and Tips for 2016.

But knowing that you are a busy professional, I thought you might appreciate the "CliffsNotes” version.

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Why Should We Invest Internationally?

Dennis Covington was recently featured in a video series where advisors answer common client questions.

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Britain's Exit from EU

You’ve heard us say before that “markets don’t like uncertainty”. Events that create uncertainty invariably lead equity markets to trade lower in the short term and Britain’s exit (Brexit) from the Europe Union (EU) definitely qualifies as that type of an event.

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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

Third Quarter 2016 Client Letter

It is often observed that the point of maximum extreme in a volatile market is the point of greatest danger to an investor, because market extremes trigger emotional decisions that seldom work out for the better.

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PUBLISHED

The 12 Investment Myths

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

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