Mid-career professionals often find themselves balancing two major responsibilities—caring for aging parents while supporting children. This is the reality of the sandwich generation. In this short video, we explore the emotional, financial, and practical challenges that come with being “in the middle,” and offer tips for managing caregiving, career, and long-term planning with confidence.
Growing older without a spouse or partner can bring unique challenges—and opportunities—for planning your financial and personal future. In this Lessons in Financial Experiences (LIFE) video, we explore what it means to age as a single individual and how to prepare for it with confidence. Single by choice, or by circumstance, you’ll learn how to take control of your future and age with dignity, independence, and peace of mind.
Investors have spent much of 2026 focused on one thing: artificial intelligence. In this quarter’s market update, CAPTRUST Chief Investment Officer Mike Vogelzang explores how tunnel vision shapes the way investors, consumers, and policymakers view the economy. While AI remains a powerful driver of growth, the next major opportunity may be hiding just outside investors’ field of view. Watch to learn why maintaining perspective matters more than ever.
This video provides a quick overview of the 2026 IRS contribution limit increases for workplace retirement plans and IRAs, including updated catch-up contribution amounts for eligible savers. It also explains why these changes matter and highlights key steps to help you review your retirement savings strategy and plan elections.
Many people delay investing because they believe they need a large amount of money to begin. This video shows how small budgets can still work—covering micro-investing apps, fractional shares, low-cost index funds, and practical ways to set goals and build a diversified portfolio over time.
Big changes are coming to federal student loans—and they could impact how you repay, qualify for forgiveness, and plan. In this video, we break down key updates from the One Big Beautiful Bill. Big changes include a new income-based repayment plan (RAP), changes to Parent PLUS loans, new loan limits for graduate and professional students, and updates to Public Service Loan Forgiveness (PSLF). Whether you’re a borrower, a parent, or just trying to stay informed, this video gives you the essentials fast. CAPTRUST is here to help you make sense of it all.
Buy Now, Pay Later (BNPL) plans are everywhere—but are they helping or hurting your financial goals? In this Lessons in Financial Experiences (LIFE) episode, we review how BNPL works, the pros and cons, and what to watch out for before you click “pay later.” Whether you’re shopping online or in-store, understanding these plans can help you make smarter spending decisions and avoid costly pitfalls.
Your financial identity is one of your most valuable assets—and it’s worth protecting. This video explores practical steps to help you safeguard your accounts, spot scams, and respond quickly if fraud occurs. With a few smart habits, you can keep your money and personal information secure.