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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.

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.

This webinar recording defines dollar-cost averaging, a strategy that involves investing a fixed amount of money at regular intervals, regardless of market conditions. Participants learn how this approach can reduce the impact of market turbulence on their portfolios over time.

No matter which decade of life you’re in, there are key investing questions you should be able to answer. In this webinar recording, the CAPTRUST team explains important financial moves to make, whether you’re 20, 30, 40, 50, or 60. Learn investment terminology and guidelines, plus strategies and tips for lifelong financial wellness.

I’m interested in investing in artificial intelligence (AI) stocks. What do I need to know to get started?

We all know people who have made less-than-rational investment decisions, like pulling out of the stock market during a downturn or continuing to fund expensive repairs for a battered but beloved car.

No matter how sophisticated their investment knowledge, investors of all kinds are prone to make suboptimal choices, second-guess long-term decisions based on short-term occurrences, and lose sleep over investment portfolios. These are natural and understandable behaviors, but they’re rooted in a faulty assumption: that all dollars have equal value.

For many people, creating a financially secure retirement means years of disciplined saving and meticulous financial planning. Amid visions of leisurely days and newfound freedom, however, it’s easy to underestimate the looming reality of taxes in retirement. To make the most of your accumulated wealth, tax planning should continue long after you stop working.