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Middle Career

At this point in your career, it’s about balancing life expenses and growing your investments.

Featured Post for Middle Career
Plan
Article
Fighting Recency Bias
If movie review website Rotten Tomatoes’s readers are to be believed, the last decade was a golden age for moviemaking. In fact, 59 of the films in the website... Continue reading
Top Posts for Middle Career
Article
Long-Term Investors: Think like a Butterfly
Some investment objectives exist far over the horizon. Planning and investing for ext...
Article
Prioritizing Retirement Savings
ou know how important it is to plan for your retirement, but where do you begin? One ...
Article
Future Webinar! Ask CAPTRUST: Midyear Checkup
Did you start the year with a list of financial resolutions? Saving more and spending...
Article
Future Webinar! Retirement Readiness
This webinar is a comprehensive discussion around planning for retirement. We will di...
Featured Tool for Middle Career
Roth 401(k) vs. Traditional 401(k) Calculator

This calculator will show Roth 401(k) contributions based on keeping your paycheck deductions and take-home pay the same as if contributing to a Traditional 401(k) along with a comparison showing Roth 401(k) contributions based on increasing your paycheck deductions for current taxes, and thereby reducing your take-home pay.

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Middle Career
Middle Career
Article
Six Keys to More Successful Investing
Delve into this quick read to pick up six basic principles that may help you invest more successfully—from considering different asset allocations to making se... Continue reading
Middle Career
video
Webinar Recording: Investing Beyond Your Employer Retirement...
When it comes to investing for retirement, taking advantage of your employer-sponsored retirement plan is a great first step. But do you know where to invest add... Continue reading
Middle Career
Article
Staying the Course for Retirement
Investment markets around the world are experiencing unprecedented volatility which may have you asking yourself: What is happening and how concerned should I be... Continue reading
Middle Career
video
LIFE | The Importance of Asset Allocation
An important part of your investment portfolio is ensuring that you have the right kinds of assets (stocks, bonds, cash, etc.) in the right proportions. In this ... Continue reading
Middle Career
Article
Working with a Financial Advisor
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, an... Continue reading
Middle Career
video
April 2022 Market Update
The first three months of 2022 have been a roller coaster for markets. With the war in Ukraine and the financial war on inflation, investors have had to monitor ... Continue reading
Middle Career
Article
Handling Market Volatility
Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when it’s y... Continue reading
Middle Career
video
The Benefits of Saving Now
This video discusses the benefits and advantages of starting to save now and how it may impact your retirement. We’ll also share some practical and easy steps ... Continue reading
Featured Video for Middle Career
Video
Protecting Your Retirement Accounts from Cybercrime
You’ve been saving for retirement for years, but those retirement accounts can be s...
Ask the Librarian
Whether you’re just entering the workforce, getting on top of the financial challenges of mid-life, or looking for knowledge as a pre-retiree nearing the end of a career—advice from the librarian is available 24/7 to guide you in achieving your unique financial goals.
Early Career
Early Career
It’s never too early to start saving and investing. Our motto is now, rather than later.
Late Career
Late Career
On target to retire comfortably? It’s time to explore the important transition to retirement.
Plan
Plan
Planning should not be one size fits all. Get the help you need for your situation.
Save
Save
Work with CAPTRUST to create small steps to move your closer to your savings goals.
Invest
Invest
CAPTRUST is here to give you advice so that you are a confident decision maker.
Retire
Retire
As you near retirement it is important that you are regularly checking your progress and plan.