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"Risk should never feel accidental. It must be intentional, understood, and appropriately compensated."

"Think of muscle as a form of functional wealth. Like financial capital, it compounds with consistent investment, and, after age 50, the stakes rise."

Q: There’s an old saying that “the best investors are dead.” What does that mean?

Many people delay investing because they believe they need a large amount of money to begin. This video shows how small budgets can still work—covering micro-investing apps, fractional shares, low-cost index funds, and practical ways to set goals and build a diversified portfolio over time.

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.