Skip to content

In the college savings game, all strategies aren’t created equal. The best savings vehicles offer special tax advantages if the funds are used to pay for college.

Caring for your aging parents is something you hope you can handle when the time comes, but it’s the last thing you want to think about. Whether the time is now or somewhere down the road, there are steps that you can take to make your life (and theirs) a little easier. Some people live their entire lives with little or no assistance from family and friends, but today Americans are living longer than ever before. It’s always better to be prepared.

Retirement plans offer a variety of choices to help employees get an appropriate mix of investments. Join CAPTRUST as our investment team explains different options for achieving an investment mix that works for you.

Asset allocation can help you manage the type of risk investors face in their portfolio’s. Read on to get the facts on different types of assets and how to balance risk and return by spreading your investment dollars among stocks, bonds, and cash alternatives.

When it comes to your money, the only dumb question is the one you don’t ask. It’s wise to educate yourself so you are prepared to evaluate any financial advice you are given to ask the right questions. Learn more about the various terms and concepts associated with investing.​​​​​

Our latest article gives you the facts on target date funds—why have they become so popular and what the advantages and disadvantages of this type of investment vehicle are. To find out what our expert is saying about what characterizes a target date fund and how they can help you, read on.

Listen to our recent webinar for an update on the market volatility resulting from the coronavirus and its related impact. CAPTRUST subject matter experts Scott Matheson and Wes Collins share their views on the markets, investing during challenging times, and the ways we can assist you with the questions and concerns you may have about your personal situation.

Investment markets around the world are experiencing unprecedented volatility which may have you asking yourself: What is happening and how concerned should I be? We wanted to share our thoughts on how you may want to view the current market environment so that you can make informed decisions.

Viewing 1 - 8 of 13