Clear and actionable insights on wealth management from Capital Advisors, Ltd.
| by: Abrams, Zachary
Earnings are getting a lot better. We look at the rate of change of forward estimates and the trend is firmly up. Additionally, forward revisions in Q4 (small sample size) are the best...
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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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Markets sold off after the Brexit vote, but 8 months later that early drop is another in the long history of market blips. Brexit, if you’re unfamiliar, was the term used to describe Br...
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1. Europe’s economy is going back in the trash as GDP is flat with even all mighty Germany turning negative (see red bars indicating economic growth from the prior period):2. This has been a persisten...
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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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