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It's a common saying that the average investment cycle lasts just a little longer than the average investor's attention span. Today, it's possible we're about to see the end of a cycle and the start of a new era. In this quarter's edition of our Market Update video, learn more about the economic and market signals CAPTRUST is watching to stay prepared for a range of potential outcomes.

Many people assume following a budget will make them feel unnecessarily restricted, but a thoughtful budget can be empowering. That’s because budgeting creates a road map for both spending and saving. Knowing you have enough money for your needs is an important part of financial wellness. But spending without knowledge of your budget can be dangerous to your financial health. In this video, learn different ways of budgeting to save more for future goals.

A Roth account is one way to save money for retirement. Depending on your personal financial picture, Roth savings may also help you reduce your tax bill. In this Lessons in Financial Experiences (LIFE) video, learn about Roth accounts and how they differ from other retirement savings vehicles, like employer-sponsored plans or individual retirement accounts (IRAs).

In 2024, most market watchers are predicting an economic soft landing, where growth slows but the country avoids entering a recession. This is the most likely and best-case scenario. But last year, consensus expectations were solidly wrong, proving that the future is unpredictable, even when there’s widespread agreement about the path ahead. In this edition of our quarterly Market Update video, Chief Investment Officer Mike Vogelzang explains several factors that could lead the U.S. economy in a different, and possibly less favorable, direction.

Insurance is one way to manage financial risk. Most people understand the basics of insurance through their experiences with auto, health, or home insurance. But there are other types of insurance that may help you protect your financial health, including disability, life, and long-term care. This video explains major types of insurance that you may want to consider as part of your financial plan.

The beginning of the year is an ideal time to refresh your budget and your financial goals. Did you get a raise or a promotion? Have you checked your beneficiaries and withholding amounts? What can you do now to make tax season easier? Watch our panel discussion as we examine and suggest smart financial steps you can take this year to reach your financial goals.

In our short-form webinar series, ASK CAPTRUST, we tackle big topics in small amounts of time. This quarter, join the CAPTRUST team to learn about SECURE 2.0 retirement savings legislation and how it could affect you as a retirement plan participant.

Emergencies can be scary and stressful. But having a plan in place—with key contacts to rely on—can make a big difference. In this Lessons in Financial Experiences (LIFE) episode, you’ll learn how to choose the right person to be your emergency contact, what this person can and can’t do, and what information they will need.