Seek and Find!
Buy Now, Pay Later (BNPL) plans are everywhere—but are they helping or hurting your financial goals? In this Lessons in Financial Experiences (LIFE) episode, we review how BNPL works, the pros and cons, and what to watch out for before you click “pay later.” Whether you're shopping online or in-store, understanding these plans can help you make smarter spending decisions and avoid costly pitfalls.
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.
In our short-form webinar series, Ask CAPTRUST, saving money isn’t just about numbers — it’s about mindset.
Your financial identity is one of your most valuable assets—and it’s worth protecting. This video explores practical steps to help you safeguard your accounts, spot scams, and respond quickly if fraud occurs. With a few smart habits, you can keep your money and personal information secure.
An emergency fund is your financial safety net when life doesn’t go as planned. In this Lessons in Financial Experiences (LIFE) video, we walk through three essential steps to help you start saving today. With a solid emergency fund, you gain not just security—but flexibility and confidence.
In this Market Update, investors are likened to cyclists enjoying a downhill ride—momentum is strong, but caution is key. The U.S. economy remains resilient, with stable employment and record-breaking corporate profits fueling growth. Interest rate cuts and tax relief have further accelerated market gains, adding nearly $9 trillion in new investor wealth. Join CAPTRUST Chief Investment Officer Mike Vogelzang as he explores what’s driving this market momentum and how investors can stay steady through the turns ahead.
Downsizing means more than just moving to a smaller space. It’s a chance to simplify, save money, and realign your housing with your goals and needs. In this video, learn about key considerations, including costs, emotional readiness, and lifestyle priorities.
Retirement isn’t only a financial milestone—it’s a personal one, too. This Lessons in Financial Experiences (LIFE) video explores how a sense of purpose can impact your health, and what questions you can ask yourself to help determine your purpose in retirement.