Latest news and awards from Capital Advisors, Ltd.
The job of the advisor is evolving rapidly in the wake of the pandemic. Clients demand more services and deeper relationships; technology and remote meetings have become vital; and investment opportun...
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Stocks are falling amid tensions between Russia and Ukraine. Experts say stay the course. PUBLISHED TUE, FEB 22 202212:17 PM ESTUPDATED TUE, FEB 22 20222:23 PM EST Carmen Reinicke@CSREINICKE...
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With more than 38 years of experience in managing money, there aren’t many trends, economic cycles or black swans that Neil Waxman hasn’t seen. “Neil uses this experience to help...
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These days, it can take a village to navigate one’s financial world. Whether it is managing your assets with a wealth manager, finding your way through the ever-changing landscape of tax law, so...
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Stock market volatility can be an opportunity for investors. Here’s why Carmen Reinicke@CSREINICKE July 19, 2021 The U.S. stock market is falling, again. On Monday,...
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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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