Seek and Find!
Many Americans dream of owning their own home, but the process of buying one can be daunting for first-time buyers.
CAPTRUST Chief Investment Officer Kevin Barry discusses recent market-related news surrounding the impact of tariffs, unemployment, and large-cap stocks on the markets.
CAPTRUST Chief Investment Officer Kevin Barry shares his thoughts and outlook on the markets, the U.S. economy, and the potential implications of legislative changes.
In this issue, we examine the impact of potential tax reform on the municipal bond market, steps to take as you enter your retirement homestretch, and creative ways business owners can use insurance.
In the fall issue, we address reader questions about how to make the most out of open enrollment season at work, year-end tax planning, and expectations for the stock and bond markets in the years ahead.
The world of 50 years ago was a lot different than it is today. An individual often worked at the same job all his or her adult life, lived in the same house, and stayed married to the same spouse. In those days, too, one spouse could support a family, paying for college ordinarily didn’t require taking out a second mortgage, and people could look forward to retiring on Social Security and possibly a company pension.
In this summer’s issue of VESTED, we address reader questions about new regulations from the Department of Labor affecting financial advisors, gifting via qualified charitable distributions, and stock market behavior in election years.
Making smart money decisions before and during retirement can help protect your nest egg for years to come.