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Latest Commentary from reCap
A 529 Plan Tax Strategy for Primary & Secondary Private School Parents in Most States, Including Ohio
Illustration by Dave Urban A lesser known impact of the 2017 Tax Cuts and Jobs Act was the change in provisions of...
Our latest news feature
Capital Advisors, Ltd.'s Doug Price and Neil Waxman Honored as Five Star Wealth Managers
Doug and Neil’s selection as 2019 Five Star Wealth Managers was announced in Cleveland magazine who partnered with Five Star Professional, a...
Quarterly observations on wealth management and current events from Capital Advisors, Ltd.
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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 hat 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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