In this article, we explain net unrealized appreciation.
In this article, we explain FDIC insurance.
In this article, we discuss ways to get the most from permanent life insurance.
The stereotype of the ambition less adult child living in their parents’ basement is firmly entrenched in American culture. A less predictable scenario is the married college graduate with two children and an established career who still relies on their parents to help pay bills. Yet this is a reality for nearly half of parents from the baby boomer generation.
In 2022, more than 2.4 million people became the victims of financial fraud, losing a total of nearly $8.8 billion, according to the Federal TradeCommission. People of all ages lost money, but the amount was highest for people over 50, and it increased in correlation with the victims’ ages. In other words—and not surprisingly—as we age, we are more likely to be taken advantage of financially.
Deciding when to start taking Social Security payments is an important part of your retirement strategy. You can retire and start receiving your Social Security benefits as early as age 62 or as late at age 70, but each different age has different implications. This Lessons in Financial Experiences (LIFE) video can help you make more informed decisions that account for your unique financial situation and needs.
Do you know what is coming out of your paycheck, and why? In this webinar recording we discuss the typical paycheck deductions, where your earnings are going, and how much control you have over them.
As we pass the midpoint of 2023, the market and economy are showing mixed signals about what might lie ahead. On one hand, the strong labor market, robust consumer spending, and a recent stock market rally—fueled by artificial intelligence enthusiasm—seem like reasons for optimism. On the other hand, liquidity is drying up, and market leadership has been confined to only the largest mega-cap companies. This economy and market have already shattered long-held patterns, and we expect more to come. In this video, CAPTRUST Chief Investment Officer Mike Vogelzang describes the signals investors are watching and what could be best course to follow as the rest of the year unfolds.
