Capital Ideas

Tax-Loss Harvesting

Tax-Loss Harvesting

The basics, the benefits and what investors should consider Tax-loss harvesting (TLH) has become an increasingly useful tax management tool for investors. However, a wide variety of factors can have a significant impact on the otherwise straightforward benefits of a...

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Second Quarter 2022 Client Letter

Second Quarter 2022 Client Letter

Rising inflation and growing recession fears delivered a one-two punch to the global capital markets in Second Quarter 2022. The Dow Jones Industrial Average fell 10.78%, while the broader S&P 500 index declined 16.10%. Small stocks, as measured by the Russell...

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Not all financial advice is created equal

Not all financial advice is created equal

At Capital Directions, our core belief is that there's a better way to invest — one that puts our clients first. That means prioritizing their interests, helping them achieve their goals and ensuring they stay on the path to a more secure financial future. But what...

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First Quarter 2022 Letter To Client

First Quarter 2022 Letter To Client

In times of unimaginable suffering such as the Ukrainian people are experiencing at the hands of their Russian invaders, it can feel callous to consider such crises from a financial perspective. But there’s no avoiding the reality that the war, and the sanctions...

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Fourth Quarter 2021 Client Letter

Fourth Quarter 2021 Client Letter

Fourth Quarter 2021 Client Letter Stocks surged in 2021, continuing their torrid recovery from the pandemic-fueled sell-off in February and March 2020. Since bottoming out at 18,591 on March 23rd, 2020, the Dow Jones Industrial Average has gained a whopping 97%. And...

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Third Quarter 2021 Client Letter

Third Quarter 2021 Client Letter

3Q21 Client Letter Technology giants have been the darlings of Wall Street and individual investors for well over a decade now. These companies – especially the “FAANG” stocks of Facebook, Amazon, Apple, Netflix and Google – are the proverbial cool kids at the party....

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Second Quarter 2021 Client Letter

Second Quarter 2021 Client Letter

Second Quarter 2021 Client Letter Inflation fears are dominating the financial news headlines these days, and it’s not hard to understand why. The Covid-19 global shutdown in 2020 was an unprecedented economic event, resulting in disruptions to manufacturing and...

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First Quarter 2021 Letter to Clients

First Quarter 2021 Letter to Clients

First Quarter 2021 Client Letter The past year has been a vivid reminder that the stock market often moves swiftly and dramatically in response to unexpected events. This is true both in both downturns and upturns, and it’s more true now than ever. The emergence of...

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Fourth Quarter 2020 Letter to Clients

Fourth Quarter 2020 Letter to Clients

Our client letter this past April was published just as the world was coming to grips with the stark realities of the Covid-19 pandemic. Shelter-in-place orders had just been issued for all of the world’s major population centers. Sports leagues suddenly cancelled...

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