Seek and Find!
Retirement isn’t only a financial milestone—it’s a personal one, too. This Lessons in Financial Experiences (LIFE) video explores how a sense of purpose can impact your health, and what questions you can ask yourself to help determine your purpose in retirement.
In 1984, college acceptance notifications came in the mail. June Gardener found a thick envelope in her mailbox—a good sign. She opened it and could see the line, “Welcome to New York University!”
Despite recent market volatility, long-term progress remains the defining trend of both the economy and society. In this Market Update, CAPTRUST Chief Investment Officer Mike Vogelzang explores the tension between short-term fear and long-term optimism, showing how innovation, corporate growth, and global improvements continue to drive value over time. Investors are reminded: stay patient, stay optimistic—because history favors the long view.
You’ve likely seen the headlines about the “One Big Beautiful Bill” (OBBB) signed into law on July 4, 2025. It’s a sweeping piece of legislation that expands many of the 2017 tax cuts. It also introduces new rules that may affect your income tax, estate tax, and investment planning for years to come.
Bonds can be a powerful tool to grow and protect your money, but many people don’t know how they work. In this video, we break down the basics of bonds in simple terms. Learn how bonds can help you build a balanced investment portfolio.
For most people, the middle phase of your career means two things, financially: more money and more expenses. The balancing act between investing and keeping up with the growing cost of living can be tricky, but the suggestions in this video can help you build wealth while still paying the bills.
In stock markets, volatility isn’t a flaw—it’s a feature. It’s the reason we expect higher returns from equity investments. Still, it triggers our fight or flight response. Amid the turbulence, investors should resist the temptation to retreat and avoid the risk of selling growth investments at deeply discounted prices. If you’re a CAPTRUST client, now’s a good time to get in touch with your financial advisor, and trust your financial plan.
On April 2, President Trump’s administration implemented new tariff policies that could reshape the world economy. On April 3, stock markets across the world reacted. In this article, learn how to navigate market turbulence and how CAPTRUST at Work can help.