Clear and actionable insights on wealth management from Capital Advisors, Ltd.
| by: Abrams, Zachary
Recapping what happened in Q2 with a focus on the quarters and years ahead: Bonds are up over 3% this year and had another positive quarter. Interest rates shot up around election time last year...
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| by: Abrams, Zachary
Recapping what happened in Q2 with a focus on the quarters and years ahead: International looks closer to turning the corner with some sense of stability looking forward. The trend of outp...
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| by: Abrams, Zachary
In November of last year, the effective Fed Funds rate was 0.40%. Currently, that rate stands at 1.25% or so after 3 hikes. Typically, when our clients hear of the Fed raising rates they think of nega...
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The Trump win took the markets by surprise, but has been a positive for stocks to date. However, while the stock market has remained positive since then, albeit sideways over the last month or s...
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| by: Abrams, Zachary
Recapping what happened in Q1 with a focus on the quarters and years ahead: From a broad asset class standpoint, EEM (iShares MSCI Emerging Markets) returned about 12%. India and Mex...
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Many firms call their services wealth management but really only provide investment management with some window dressing. That may be what you seek. But if what you require is wealth management defined as integrated financial planning, of which investment planning is just one important component, you will want to dive deeper. Wealth management should also include retirement, estate, income tax, corporate executive, business succession, and insurance/risk management planning. If these are services you require, be sure your advisor has the professional skills and experience to provide them.
Ask to see sample output such as sample investment update reports and cash flow pro forma that are critical to making investment, retirement, estate, and tax planning decisions. Ask about the frequency of reporting and contact. Additionally, ask who will be on your service team, so you are assured that you can always speak to professional staff members who are intimately familiar with your affairs.
Do they consider and report on investment assets, which are held or managed by other firms – for instance in your retirement plan? In order to properly allocate a client’s portfolio for optimum outcomes, all assets must be considered as a whole.
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