Latest news and awards from Capital Advisors, Ltd.
Credit & General Identity Protection Place a Security Freeze: Use these links to elect with Equifax, Experian, and TransUnion. For extra security, you can apply a freeze to a fourth,...
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Doug Price Named an ACCREDITED ESTATE PLANNER® Designee by the National Association of Estate Planners & Councils on August 17, 2018 Shaker Heights, Ohio – Doug Price is newly cert...
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Capital Advisors, Ltd. Names Nathan Creviston to Join its Team as Wealth Management Analyst August 13, 2018 – Shaker Heights, OH – Capital Advisors, Ltd., a prominent wealth management...
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How to build trust with skeptical HNW clients One of the few perks of modest resources: You can be pretty sure that your friends like you for yourself. They might also appreciate your cooking or yo...
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Cryptocurrency and Bitcoin: A Quick Primer for Curious Investors In early April 2018, The Street, a finance and investing website, ran an article headlined, “Why Cryptocurrency Could Be the N...
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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.
More information regarding this firm and its investment professionals can be found on Form ADV, Form CRS, and FINRA's BrokerCheck.
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