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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.
In this follow-up to our webinar last year “Outliving Your Annuities”, we took a deeper dive into how annuities can support long-term retirement income planning.
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.
"Risk should never feel accidental. It must be intentional, understood, and appropriately compensated."
"A film festival can be the backbone of a unique family vacation, since so many are in scenic locations."
“Digital clutter and documents build up gradually over time, but they can usually be organized in a few focused sessions.”
"Think of muscle as a form of functional wealth. Like financial capital, it compounds with consistent investment, and, after age 50, the stakes rise."
Q: How will divorce affect my taxes and filing status?
