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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.

For most people, a tax refund feels like free money—an unexpected bonus that’s all-too-easy to spend. But if you take a long-term perspective, this money can also offer an opportunity to improve your overall financial wellness. In this video, learn a few options to make the most of your tax refund.

It's a common saying that the average investment cycle lasts just a little longer than the average investor's attention span. Today, it's possible we're about to see the end of a cycle and the start of a new era. In this quarter's edition of our Market Update video, learn more about the economic and market signals CAPTRUST is watching to stay prepared for a range of potential outcomes.

Many people assume following a budget will make them feel unnecessarily restricted, but a thoughtful budget can be empowering. That’s because budgeting creates a road map for both spending and saving. Knowing you have enough money for your needs is an important part of financial wellness. But spending without knowledge of your budget can be dangerous to your financial health. In this video, learn different ways of budgeting to save more for future goals.

Millions of Americans say their number one worry about living in retirement is that they will run out of money. Having a plan makes a critical difference. In this webinar recording, you will learn about different withdrawal strategies, including the 4-percent rule, required minimum distributions (RMDs), and how to decide if you should rollover money into an individual retirement account (IRA) or leave it in your employer-sponsored plan.