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NEWS & AWARDS

Latest news and awards from Capital Advisors, Ltd.

Nate Creviston discusses moving to cash vs. purchasing equities during a recession with InvestmentNews

Tuesday, February 7, 2023 |
  • News & Awards

In the immediate wake of the worst year for balanced portfolios since 2008 and the worst year ever for bonds, and against the backdrop of a looming recession, investors are once again weighing their o...

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Neil Waxman Joins the Financial Times Financial Advisor Leadership Council

Tuesday, March 8, 2022 |
  • News & Awards

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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Zach Abrams Speaks with CNBC on Russia/Ukraine Market Volatility

Thursday, February 24, 2022 |
  • News & Awards

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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Capital Advisors, Ltd.'s Neil Waxman Honored as a Notable Wealth Manager by Crain's Cleveland

Tuesday, November 16, 2021 |
  • News & Awards

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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Zach Abrams Discusses Market Volatility with CNBC

Thursday, July 29, 2021 |
  • News & Awards

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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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 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.

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.

GET ALL THE ANSWERS
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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
  • Please review Important Disclosure Information set forth in the last section of this web site.
  • Form ADV
  • Form CRS
  • FINRA Broker Check ®

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.