Clear and actionable insights on wealth management from Capital Advisors, Ltd.
| by: Abrams, Zachary
In these times of high market volatility, it’s important to remember these 2 items: Cash and Bonds are the insurance in your portfolio to help weather a Bear Market, so be sure you keep en...
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| by: Holub, Rob
This past week, markets have fallen approximately 12% as of Friday morning. The market sell-off was triggered by worse than expected coronavirus data which led to the market correction. While the argu...
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| by: Holub, Rob
The new decade brought with it a new tax law, the Further Consolidated Appropriations Act (better known for its non-acronym-based title, the SECURE Act) which became effective on January 1, 2020. This...
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What a year for markets in 2019! While the year isn’t over, below are some observations and charts on what happened this year through 12/17/19. Large Gains in 2019 All major asset cla...
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| by: Holub, Rob
As the holidays approach us, there’s more to worry about than what kitchen gadget you will receive as a gift that you have no need for and didn’t ask for in the first place. Those worries...
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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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