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.

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.

When you think about retirement, will you have enough saved to maintain your current standard of living? Financial experts now recommend being ready to replace 100 percent of your income instead of 80 percent, which used to be the standard advice. Unless you plan to downsize dramatically, experts say you’ll likely spend about the same in retirement as you do now. Following are seven best practices that can help you build up your savings for the retirement you want.

On the ride home from a meeting with their financial advisor, Sophie tells her husband Rob that she’s been thinking a lot more about how their money is invested. “Getting a good return is nice, but I also want us to make sure we consider the bigger picture.”

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.

In this issue, we focus exclusively on the impact of the recently passed Tax Cuts and Jobs Act on the economy, the stock market, and your personal tax situation.

If you’re reading this, you’re likely a parent trying to figure out how to save for your child’s college education without “breaking the bank.”

Looking for a way to set your teenagers up for financial success down the road? Get them off to a good—and early—start by opening Roth individual retirement accounts (IRAs) for them as soon as they start working. Put the power of time and compounding to work on their behalf. You’ll be surprised at the result.