Plotting your financial course in 2023

Plotting your financial course in 2023

Nov 10, 2022 | Capital Ideas

The holidays are just a few short weeks away, but it’s never too early to start thinking about your financial goals for the new year. Here are a few things to consider as we wrap up 2022 and look ahead to 2023. Do you have any new goals for the year ahead? ...
Helping women take control of their financial journey

Helping women take control of their financial journey

Oct 25, 2022 | Capital Ideas

As Capital Directions’ first female CERTIFIED FINANCIAL PLANNER™, Miriam Falaki brings a wide range of experience to our firm as a Wealth Advisor — ensuring that our clients receive the very best financial guidance and planning. Miriam is particularly focused on...
Three letters that make a big difference

Three letters that make a big difference

Oct 11, 2022 | Capital Ideas

You may have noticed the letters “CFP” after some of our names on the website — and those three little letters make one big difference in the way we approach our work and how we serve our clients. CFP® stands for the CERTIFIED FINANCIAL PLANNER™...
Most firms have a guiding principle. We added 29.

Most firms have a guiding principle. We added 29.

Sep 20, 2022 | Capital Ideas

Our 30 core fundamentals at Capital Directions form the foundation for our unique culture. We call it “The CD Way” — and around here, it’s a pretty big deal. We’re not just checking boxes or making a laundry list of feel-good buzzwords. Simply...
Tax-Loss Harvesting

Tax-Loss Harvesting

Jul 25, 2022 | Capital Ideas

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...