This introductory webinar on basic investment terminology, will educate you on stocks, bonds, and mutual funds so that you can understand how they can help you meet your financial goals. We will break down barriers and help you gain confidence that the advice you are getting will have you investing appropriately for your risk tolerance and time horizon.
While a lot of us have been hearing much about the inverted yield curve, many of us don’t fully understand it. According to CAPTRUST’s Chief Investment Officer, Kevin Barry, it’s important to distinguish when an inverted yield curve signals a recession and when it doesn't.
In this video, CAPTRUST's Brandon Aber discusses how the markets work and how volatility impacts an investor's portfolio. Specifically, he covers short-term market behavior and long-term market behavior, as well as how those markets are dictated. Key takeaways include the indicators an investor should focus on when thinking about long-term returns, and why time in the market is more important than timing the market.
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. This webinar focuses on items that may impact you, your family, and your investments.
CAPTRUST Chief Investment Officer Kevin Barry talks about the recent market volatility from late 2018 and if signs are pointing toward a recession. Barry reminds investors to have a long-term view and keep in mind that the stock market is not the economy and the economy is not the stock market. While the news headlines sound negative, there is good news underneath.
With time on your side, you can start planning for your retirement. In this video, CAPTRUST Senior Director Phyllis Klein discusses what steps you can take to ensure you are on the path to financial success.
If you are fewer than 10 years from retiring, this webinar will help you learn how to determine if your savings are on track. We will cover revisiting your investment strategies and allocations to protect your money, along with an overview of Social Security and Medicare benefits.
In this market update, CAPTRUST Chief Investment Officer Kevin Barry discusses recent news surrounding U.S. unemployment, taxes, mid-term elections, interest rates, companies buying stock back, and other forces impacting the economy this past quarter.