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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?

 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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The Power of Listening

I have a confession to make. I have a friend who is a broker. There, I feel better getting that off my chest.

Aside from having built a very profitable book of business by the sheer force of his personality and some very aggressive sales tactics, along with jumping from one brokerage house to another for a hefty payday, he’s actually a good guy.

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NEW BOOK FOR 2014

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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PUBLISHED

The 12 Investment Myths

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

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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

Fourth Quarter 2014 Client Letter

The past three decades have seen more market extremes than any reasonable person could ever have predicted.

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