Seek and Find!
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.
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.
“I once had a client tell me his goal was to die with just enough money to pay his very last doctor’s bill,” says CAPTRUST Financial Advisor Mike Gray. Even though the comment was made in jest, the client was serious about not exhausting his money too soon. Gray says this is a common concern.
Question: What impact do you foresee the 2024 presidential election having on stock market returns this year? How much do elections matter to markets?