Clear and actionable insights on wealth management from Capital Advisors, Ltd.
| by: Abrams, Zachary
Between cable news, social media, and the profitability of selling fear, it's easy to get lost in the noise and think the world is in a bad place. It also doesn't help that the market ha...
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| by: Abrams, Zachary
A concern of some clients, which is reinforced by some in the financial media, is the valuation of stocks using the Cyclically Adjusted Price to Earnings ratio (CAPE) and their subsequent forward retu...
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One of the common thoughts when investing is not to invest in the stock market if you need the funds in the short-term. While stocks may offer great upside, they also offer considerable downside and a...
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| by: Abrams, Zachary
Volatility is back, finally. While roughly 10% down from its peak (so technically we are in a correction now), the S&P 500 is down only -2% YTD and up 11.50% over the past 12 months (a/o 03/31/...
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| 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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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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