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Capital Directions
AT CAPITAL DIRECTIONS, our goal is to help our clients achieve their goals, whether the client is a high-net-worth individual, fellow advisor, corporate retirement plan or not-for-profit organization. In all three of our service offerings our focus is on quality over quantity, so that we may have a profound, positive impact on our clients' financial lives.

COMMENTARY

Death of the Fiduciary Rule

 It’s officially official: the Fiduciary Rule is dead.

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What's Your Business Really Worth? Part 2

In Part 1, we looked at three common business valuation methods: Financial or Investment Value; Strategic Value and Intangible Asset Value. Here we’ll look at four more: Liquidation Value, Market Value, Fair Market Value and Owner’s Value.

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What's Your Business Really Worth? Part 1

This would be a simple question to answer if your company was publicly traded. If you’re working in the private business world and you’ve tried to gauge whether you can afford to retire, you probably have been stumped figuring out what to use for the after-tax value of a business sale.

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The Importance of Behavior

Today’s awarding of the Nobel Prize in Economics to Dr. Richard Thaler of the University of Chicago reminded me of the influence his work has had on my work with retirement plans.

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PUBLISHED

Life, Law & The Pursuit of Wealth: How Attorney Lifestyle Choices Impact their Ability to Retire

by Dennis Covington, Terry Hartigan, and Scott Pritchard

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WHITE PAPERS

Overcoming the Real Problem with 401k Plans: A Case Study

This follow-up to "The Tyranny of Choice" details how the Advisors Access approach enabled two plan sponsors to enhance their plans, reduce their fiduciary liability, and lower costs.

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LETTERS TO OUR CLIENTS

First Quarter 2018 Client Letter

January saw the stock market continue its rapid surge upward, but the party did not last long on Wall Street.

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PUBLISHED

The 12 Investment Myths

by Jack Calhoun, former Managing Principal, published in 2009.

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