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In this quarter’s Market Update, CAPTRUST Chief Investment Officer Mike Vogelzang explores how a lesson from Japan’s bullet trains offers a powerful analogy for today’s economy and markets. While strong consumer spending, corporate earnings growth, and unprecedented investment in AI continue to drive momentum, rising interest rates, energy demands, and lofty expectations are creating new challenges. Watch to explore the key questions investors should be asking as AI-driven growth accelerates.

Mid-career professionals often find themselves balancing two major responsibilities—caring for aging parents while supporting children. This is the reality of the sandwich generation. In this short video, we explore the emotional, financial, and practical challenges that come with being “in the middle,” and offer tips for managing caregiving, career, and long-term planning with confidence.

Growing older without a spouse or partner can bring unique challenges—and opportunities—for planning your financial and personal future. In this Lessons in Financial Experiences (LIFE) video, we explore what it means to age as a single individual and how to prepare for it with confidence. Single by choice, or by circumstance, you’ll learn how to take control of your future and age with dignity, independence, and peace of mind.

Investors have spent much of 2026 focused on one thing: artificial intelligence. In this quarter's market update, CAPTRUST Chief Investment Officer Mike Vogelzang explores how tunnel vision shapes the way investors, consumers, and policymakers view the economy. While AI remains a powerful driver of growth, the next major opportunity may be hiding just outside investors' field of view. Watch to learn why maintaining perspective matters more than ever.

In this follow-up to our webinar last year “Outliving Your Annuities”, we took a deeper dive into how annuities can support long-term retirement income planning.

This video provides a quick overview of the 2026 IRS contribution limit increases for workplace retirement plans and IRAs, including updated catch-up contribution amounts for eligible savers. It also explains why these changes matter and highlights key steps to help you review your retirement savings strategy and plan elections.

Many people delay investing because they believe they need a large amount of money to begin. This video shows how small budgets can still work—covering micro-investing apps, fractional shares, low-cost index funds, and practical ways to set goals and build a diversified portfolio over time.

In this Lessons in Financial Experiences (LIFE) episode, we explore the different types of cryptocurrencies, what it is, and how it works. From Bitcoin to Ethereum, and from digital wallets to physical bullion, this video helps you understand the key differences between modern digital assets. Whether you're curious about digital assets or looking to diversify with tangible ones, this video gives you an overview.