Seek and Find!
CAPTRUST Chief Investment Officer Mike Vogelzang highlights the exceptional run in U.S. equities, the rise of global markets, and key 2026 events, from fiscal stimulus to a new Federal Reserve chair, that could influence investor sentiment. He also explores the pivotal role of AI investment and whether productivity gains will broaden beyond mega‑cap technology. Successful investing isn’t about reacting to headlines, but about staying diversified, patient, and focused on the long-term journey.
The Internal Revenue Service (IRS) today announced its annual update to dollar limitations for retirement plans for the 2026 tax year. The table below provides a few highlights.
When you retire, something strange happens. Your calendar looks wide open, and suddenly, everyone wants a piece of it.
As a child growing up in Chicago, Bonnie Baskin, PhD, was curious and independent. When she read Silent Spring, Rachel Carson’s groundbreaking warning about the unintended consequences of pesticides, she saw that science could shape the future.
Do you ever find yourself tapping Buy Now at the end of a stressful day? In the moment, this small purchase may feel like a harmless act of self-care. But if you zoom out, you might see you’re moving away from self-care—and your financial goals—instead.
Q: We have built quite a bit of equity in our house over the past couple of years. Is it a good idea to use a home equity loan to tap into some of that money?
In this follow-up to our webinar last year “Outliving Your Annuities”, we’ll take a deeper dive into how annuities can support long-term retirement income planning.
Parents often want to invest in their children’s future but are unsure of the best options. Without proper guidance, they may miss out on opportunities to build wealth for their child’s education, future home purchase, or other financial goals.