Seek and Find!
"Risk should never feel accidental. It must be intentional, understood, and appropriately compensated."
Q: There’s an old saying that “the best investors are dead.” What does that mean?
Q: With so much uncertainty in the markets right now, how can I keep my financial plan on track without having to constantly change it.
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.
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.
In stock markets, volatility isn’t a flaw—it’s a feature. It’s the reason we expect higher returns from equity investments. Still, it triggers our fight or flight response. Amid the turbulence, investors should resist the temptation to retreat and avoid the risk of selling growth investments at deeply discounted prices. If you’re a CAPTRUST client, now’s a good time to get in touch with your financial advisor, and trust your financial plan.