Clear and actionable insights on wealth management from Capital Advisors, Ltd.
| by: Abrams, Zachary
It seems crazy that the S&P 500 is closing in on an all-time high, given what transpired the first part of the year with the pandemic and the market down about -35%. Yet here we are. However, w...
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| by: Abrams, Zachary
Over long time periods stocks have delivered around 6%+ REAL returns (accounting for inflation). Additionally, the longer the time horizon the more predictable those returns get – the rang...
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| by: Abrams, Zachary
In June, Ohio’s legislature passed SB 246 which provides a potential work around for the $10,000 state and local tax (SALT) deduction cap imposed by the Tax Cuts and Jobs Act of 2017. With...
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| by: Creviston, Nathan
With the lifetime estate tax exemption of $11.7M scheduled to expire December 31, 2025 (or sooner if proposed by legislation) and return to the inflation adjusted 2010 rate of approximately $6.4M, a S...
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| by: Abrams, Zachary
Ray Dalio is one of the clearest writers on the markets. When he puts something out, I usually jump at the chance to read it. His latest insight – “Stock Market Bubble” is no differe...
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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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