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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.

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.

A 529 plan is a tax-advantaged savings program designed to help families prepare for future education expenses. Named after Section 529 of the Internal Revenue Code, these plans have transformed the way families save and pay for college. In addition to tax benefits, 529 plans offer diverse investment options, allow funds to be used for a wide range of expenses—including college costs, trade schools, and K-12 tuition—and can reduce the impact of personal savings on financial aid eligibility.

Risk is multifaceted and deeply personal. Whether you are building a long-term portfolio for growth or for capital preservation, understanding how risk functions—and how it aligns with your financial plan—is essential.

While no investment strategy can guarantee success and all investing carries risk— including the potential loss of principal—a successful investor aims to maximize returns and minimize losses. The following six fundamental principles may help guide you toward more effective investing.

Not educating yourself about which investments may be able to help you pursue your financial goals and how to approach the investing process is a mistake for any saver. Read on to find out how knowledge about your investments creates financial independence.

For most people, the middle phase of your career means two things, financially: more money and more expenses. The balancing act between investing and keeping up with the growing cost of living can be tricky, but the suggestions in this video can help you build wealth while still paying the bills.

On April 2, President Trump’s administration implemented new tariff policies that could reshape the world economy. On April 3, stock markets across the world reacted. In this article, learn how to navigate market turbulence and how CAPTRUST at Work can help.