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Two recent bank closures have put investors on high alert and sent markets scrambling. In this edition of Market Thoughts, learn what happened, what CAPTRUST is watching for next, and how this is different from the bank bailouts of 2008.

In this article, we discuss how to encourage your spouse to take part in financial decisions.

In this article, we discuss digital assets, and what role they play in estate planning.

Almost 60 years ago, Columbia Pictures released Dr. Strangelove or: How I Learned to Stop Worrying and Love the Bomb, a dark comedy satirizing the Cold War détente between the U.S. and the Soviet Union.

In the 1980s, a popular children’s book series called Choose Your Own Adventure allowed young readers to become a character in the story and make decisions at specific plot points to determine how the adventure would unfold. Sometimes, the reader’s decisions created a best-case scenario, one in which they saved the day or solved the case. Other sets of decisions led to less rosy outcomes, such as falling from a cliff or being captured by an enemy.

During her long marriage, Brenda Frank, 82, says she paid “absolutely no attention” to family finances. The former real estate agent left all the details to her husband, even in the years after he retired, when she was still working. So when he asked for a divorce, 12 days before their 56th anniversary, she was unprepared for what came next: a settlement process that, she says, left her with much less than she thought was fair.

For Dorothy and Ric Johnson, 68, of Ada, Ohio, there’s no place like their current home. They love the one-story house that they purchased five years ago and want to continue to live there, so they’re making modifications for the future.
They’ve widened the front door and installed a wireless control system that automatically adjusts lighting throughout the day and controls their thermostat and blinds.

The birth of your first child is a wonderful time to start thinking about or reviewing your financial plan. Often, a new child will spark conversations about wills, savings, retirement, education, and household budgets. This checklist can help you understand some of the most important steps to take.