Confused by what stocks are and they fit into your investment portfolio? You’re not alone!

This webinar covers two related topics: educational savings and debt. Tune in to understand the advantages of using 529 plans, and other types of accounts, to save for your child’s education needs. For those dealing with student loan debt, we will discuss tips and available programs to help manage that debt and keep you saving for retirement and other financial goals.

Falling in love and getting married is a wonderful experience.

Asset allocation can help you manage the type of risk investors face in their portfolio’s. Read on to get the facts on different types of assets and how to balance risk and return by spreading your investment dollars among stocks, bonds, and cash alternatives.

When it comes to your money, the only dumb question is the one you don’t ask. It’s wise to educate yourself so you are prepared to evaluate any financial advice you are given to ask the right questions. Learn more about the various terms and concepts associated with investing.​​​​​

CAPTRUST Senior Director of Retirement Services Phyllis Klein hits on the massive health and economic impact of COVID-19 and what retirement plan participants can expect from shifting financial and economic situations.

Our latest article gives you the facts on target date funds—why have they become so popular and what the advantages and disadvantages of this type of investment vehicle are. To find out what our expert is saying about what characterizes a target date fund and how they can help you, read on.

Listen to our recent webinar for an update on the market volatility resulting from the coronavirus and its related impact. CAPTRUST subject matter experts Scott Matheson and Wes Collins share their views on the markets, investing during challenging times, and the ways we can assist you with the questions and concerns you may have about your personal situation.