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reCap BLOG

Clear and actionable insights on wealth management from Capital Advisors, Ltd.

Low Interest Rates Encourage Families to Re-Visit their Estate Plan

Tuesday, October 22, 2019 |
  • Estate Planning
  • Financial Planning
  • Interest Rates
  •  |  by: Creviston, Nathan

With all the talk revolving around what the Federal Reserve will do at their next meeting, the focus is usually on what action investors should take in their portfolios. Today, we wanted to discuss a...

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Narrative Tug-of-War

Friday, June 22, 2018 |
  • Interest Rates
  • Monetary Policy
  • Psychology
  • US Economy
  •  |  by: Abrams, Zachary

Year to date, financial markets have seen more action than in all of 2017. A year that began with talks of an overextended business cycle and elevated valuations across US asset classes concluded with...

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Following the Lead on Interest Rates Isn’t a Strategy

Wednesday, September 24, 2014 |
  • Bonds
  • Interest Rates
  • Monetary Policy
  •  |  by: Abrams, Zachary

Building a portfolio based solely on market consensus or projections isn't a strategy – it’s hope based investing. Interest rates going up has been the consensus view since 2009. Eventually this v...

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About the Writers
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Zachary Abrams, CFP®, Manager, Wealth Management
Nathan-Creviston
NATHAN CREVISTON, CFP®, ChFC®, RICP®, Wealth Management Analyst
Rob-Holub
ROB HOLUB, CFA, CFP®, Chief Investment Strategist
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Quarterly observations on wealth management and current events from Capital Advisors, Ltd. Send me updates
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QUESTIONs you should ask... answers you should EXPECT...

What services are provided?

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.

How are those services administered?

Ask to see sample output such as sample investment update reports and cash flow pro forma hat 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.

Will the Investment Planning and Reporting consider assets not held (custodied) or directly managed by the firm?

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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Advisory Services offered through Capital Advisors, Ltd., LLC, Capital Analysts, or Lincoln Investment, Registered Investment Advisers. Securities offered through  Lincoln Investment, Broker Dealer, Member FINRA/SIPC . Capital Advisors, Ltd., LLC and the above-named firms are independent and non-affiliated.

Tax, legal, or social security claiming advice is not offered through, or supervised by Lincoln Investment, or Capital Analysts.

Please Note: The scope of any financial planning and/or consulting services provided depends upon the needs of the client and the terms of the engagement. Capital Advisors, Ltd. does not serve as an attorney or accountant. Accordingly, Capital Advisors, Ltd. does not prepare estate planning documents or tax returns.

We make no representation as to the completeness or accuracy of information provided at any third-party site. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of third-party sites. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting.

IMPORTANT INFORMATION: This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States.

Capital Analysts and Lincoln Investment are Registered as Investment Advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Capital Analysts and Lincoln Investment and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.

Capital Advisors, Ltd., 20600 Chagrin Boulevard | 1115 Tower East | Shaker Heights, Ohio 44122
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More information regarding this firm and its investment professionals can be found on Form ADV, Form CRS, and FINRA's BrokerCheck.

Please review Important Disclosure Information set forth in the last section of this web site.