Are you in the market for a new car? Finding the perfect make and model is only half the battle. The weightier decision is whether you choose to lease or purchase the vehicle. In this Lessons in Financial Experiences (LIFE) episode, we look at the pros and cons of each option so that you can determine what best fits your current financial situation and overall goals.
In this short-form webinar, we examine several types of contributions—pre-tax versus after-tax contributions, as well as Roth contributions—and how to decide which is right for you based on your financial wellness plan and savings strategy.
A year ago, markets were coming off one of the best performances in history. Yet 2022 proved unsettling for investors as the market endured several turbulent events. In this Market Update, join CAPTRUST Chief Investment Officer Mike Vogelzang for a look back and a glimpse ahead at what 2023 may bring.
If you're watching this video, your company has given you the opportunity to receive conflict-free investment advice from CAPTRUST. A personalized Retirement Blueprint® can be a valuable tool to help you plan for retirement. Find out more about how a Retirement Blueprint® can improve your financial future and how CAPTRUST can help you achieve your goals.
Choosing the right college savings plan for your child can seem overwhelming. In this video, we will review several options and share the unique set of rules for each option.
Have you ever stretched out the seams of a one-size-fits-all shirt only to discover that no such thing exists? Well, the same holds true for planning for your financial independence in retirement. You will find that there are many shapes and sizes as you seek a financial future that suits your goals. Watch this webinar recording with our panel of financial advisors as they discuss how CAPTRUST can help you find the plan that is the right fit for you.
SMART is an acronym that stands for “specific, measurable, achievable, relevant, and time-based.” In this Lessons in Financial Experiences (LIFE) episode, we will look at how each element of the SMART framework works together to create a goal that is carefully planned, clear, and trackable.
Coming into 2022, investors had enjoyed three years of terrific returns despite a global pandemic. But this year has been a far different story, with significant losses across most financial assets. Join us for our latest market update as we discuss this volatile and thorny market, but there is room for optimism.