Clear and actionable insights on wealth management from Capital Advisors, Ltd.
| by: Abrams, Zachary
Last week I quantified the longer you stay in the stock market the better the chance of earning a positive return. There is also another benefit of a longer time horizon: less volatility. S...
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| by: Abrams, Zachary
When investing in stocks, the longer you stay in the market the better the chance of earning a positive return. Let’s quantify that. Source: Bob Shiller, Capital Advisors The above...
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| by: Abrams, Zachary
There will always be some talking point with the potential to “tank the market”. You can’t change or control that. What you can change or control is how you react to the...
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| by: Abrams, Zachary
In 2016 the Brazil stock market ETF (EWZ) was up 60% in 2017 while the Russian stock market ETF (RSX) was up 46%. Pretty impressive considering where they started the year: energy prices down, p...
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Return on RetirementThe Truth About Retiring by 70 Americans are retiring later, but that's not the whole story. Susie Poppick | @SusiePoppick Tuesday, 7 Jun 2016 CNBC.com The dream of an early,...
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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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