Latest news and awards from Capital Advisors, Ltd.
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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Blockchain: Get Ready for Radical Disruption While the potential for blockchain technology to impact the lives of financial advisors and clients is massive, for the most part it will be indirect, a...
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The private sector real estate business has inherent complexities unique to other privately-held businesses. Associated with this distinctiveness are problems and opportunities, which magnify as the b...
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Referred to a Financial Advisor? Here's What You Should Ask February 15, 2018 Deborah Nason | @dnason Friends and family may refer you to an advisor they like, even though they ha...
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Advisors Eye Bitcoin With Curiosity, Caution While some advisors are keeping a close eye on the evolution of bitcoin and other virtual currencies, they’re still hesitant to recommend th...
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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 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.
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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