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Saving is an important part of financial wellness. Here are the three most common savings mistakes we see, and how to avoid them.

High achievers tend to have a hard time making the jump to retirement. Here, learn how to decide when is the right time to stop working.

At CAPTRUST, one of our fundamental portfolio management principles is that we do not predict; we prepare. To help us understand the range of possible futures we need to prepare for, we use four levels of analysis: the range of possibilities, probabilities, market expectations, and sources of uncertainty.

Kristi Schooley says if she ever writes an autobiography, the title will be this: It’s Never Too Late to Correct Course.

Laura Kirkland, a 78-year-old retiree, answered her phone at 11 a.m. one Tuesday in August. The caller, who said his name was Alan Davis, told her he was a fraud specialist with her bank. He said someone had hacked her account and initiated an unauthorized transaction.

What can you do to move closer to your dream of homeownership? Try the steps outlined in this video and you might be throwing a housewarming party sooner than you think.

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As we transition into the new year, we reflect on the impressive gains of 2024: strong stock returns, the Federal Reserve’s interest rate cuts, and artificial intelligence continuing to spur excitement and increased productivity. While optimism remains high for 2025, do we need to reset expectations amid potential risks and uncertainties? In this quarter’s Market Update video, CAPTRUST Chief Investment Officer Mike Vogelzang cautions us not to get carried away by the good times in our rearview mirrors.