Seek and Find!
Millions of Americans say their number one worry about living in retirement is that they will run out of money. Having a plan makes a critical difference. In this webinar, learn about different withdrawal strategies, including the 4-percent rule, required minimum distributions (RMDs), and how to decide if you should rollover money into an individual retirement account (IRA) or leave it in your employer-sponsored plan.
Financial stress is unavoidable. But it shouldn’t stop you from reaching your financial goals. As part of our short-form webinar series, ASK CAPTRUST, this panel discussion will explore the impact of financial stress on mental health and more. We’ll also discuss practical tips for managing stress now and in the future.
No matter which decade of life you’re in, there are key investing questions you should be able to answer. In this panel discussion, the CAPTRUST team will explain important financial moves to make, whether you’re 20, 30, 40, 50, or 60. Learn investment terminology and guidelines, plus strategies and tips for lifelong financial wellness.
Question: My retirement savings and investments are spread between multiple financial institutions. Should I combine them, or are there benefits to keeping things separate?
Question: I run a family business that my children will inherit. How can I make sure they are financially prepared for this transition?
I’m interested in investing in artificial intelligence (AI) stocks. What do I need to know to get started?
Mitzi and Steve Deal of Charlotte, North Carolina, like to think of their mountain house as a gift to their family—one that will keep giving for generations.
We all know people who have made less-than-rational investment decisions, like pulling out of the stock market during a downturn or continuing to fund expensive repairs for a battered but beloved car.
No matter how sophisticated their investment knowledge, investors of all kinds are prone to make suboptimal choices, second-guess long-term decisions based on short-term occurrences, and lose sleep over investment portfolios. These are natural and understandable behaviors, but they’re rooted in a faulty assumption: that all dollars have equal value.
No matter how sophisticated their investment knowledge, investors of all kinds are prone to make suboptimal choices, second-guess long-term decisions based on short-term occurrences, and lose sleep over investment portfolios. These are natural and understandable behaviors, but they’re rooted in a faulty assumption: that all dollars have equal value.
