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In this quarter’s Market Update, CAPTRUST Chief Investment Officer Mike Vogelzang explores how a lesson from Japan’s bullet trains offers a powerful analogy for today’s economy and markets. While strong consumer spending, corporate earnings growth, and unprecedented investment in AI continue to drive momentum, rising interest rates, energy demands, and lofty expectations are creating new challenges. Watch to explore the key questions investors should be asking as AI-driven growth accelerates.
Learn how to coordinate Social Security, savings, and other income sources to create a sustainable retirement paycheck.
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.
"Risk should never feel accidental. It must be intentional, understood, and appropriately compensated."
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“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."
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