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As part of your employee benefits package, your employer provides you with a suite of products and services, including some that are focused on improving your financial well-being. One of these is CAPTRUST at Work. In this video, learn what it is and how you can leverage the benefit to maximize your financial health, optimize your wealth, and manage risk.
As part of your employee benefit package, your employer has given you access to a financial wellness solution called CAPTRUST at Work. Learn more and get started by watching this short video.
In September, the Federal Reserve cut interest rates for the first time since 2020, and with that cut, the U.S. economy entered a new chapter of the post-pandemic story. This policy shift signals the beginning of the end of higher rates. But aside from lower rates, what could it hold? In this edition of our quarterly Market Update video, CAPTRUST Chief Investment Officer Mike Vogelzang explains what’s happening in the market, and what could happen next as this new chapter unfolds.
Regardless of how healthy you are, health care in retirement is a major expense that requires preparation and planning. Many people assume Medicare will cover all their healthcare needs after age 65, but the truth is, Medicare won’t cover everything. In this video, learn a few options to help bridge the gap.
The federal government allows most employer-sponsored retirement plans to provide loans to their plan participants, but borrowing from individual retirement accounts, also known as IRAs, is prohibited. Here’s what you need to know about taking a loan from your employer-sponsored retirement plan.
In this edition of our quarterly Market Update video, CAPTRUST Chief Investment Officer Mike Vogelzang recaps market performance and the state of the U.S. economy as we pass the midpoint of 2024. Learn where we stand today and what the rest of the year could hold.
If you’re considering working with an advisor to help you manage your personal finances, you might be wondering whether to use a robo-advisor or hire a traditional advisor. A robo-advisor is a digital platform or mobile app that uses computerized algorithms to provide automated investment advice and portfolio management. In this video, we explore the similarities and differences between robo-advisors and traditional advisors so you can make an informed decision about which one might be right for you.
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.
