Clear and actionable insights on wealth management from Capital Advisors, Ltd.
| by: Creviston, Nathan
The regulations, considerations, and strategies are ever changing for Required Minimum Distributions (RMD’s) from retirement plan accounts. We wanted to offer some insight into a few strategies...
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| by: Abrams, Zachary
One of the most common phrases in investing is “stocks for the long-run”. While I agree with that statement, what exactly does that mean and how do you quantify it? Often that phrase is ut...
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| by: Creviston, Nathan
Financial planning for families with individuals with special needs is complex, intricate, and ever-changing. We want to take the time to discuss some strategies that can have a significant impact on...
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| by: Abrams, Zachary
Between cable news, social media, and the profitability of selling fear, it's easy to get lost in the noise and think the world is in a bad place. It also doesn't help that the market ha...
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| by: Creviston, Nathan
When it comes time for business owners to transition their ownership, they face a multitude of choices to convert their equity into a lifetime stream of income for themselves and their families. This...
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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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