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A 2016 Aflac Workforces Study found that 93% of employees choose the same benefits year after year, even when the benefits themselves change – sometimes significantly. This video highlights the importance of carefully reviewing and analyzing your options annually.
Imagine what you could do with the right financial advice. Discussing your finances with someone is not easy. In this video, Debra Gates discusses how talking with a financial advisor empowers you to build confidence and take control of your future.
This introductory webinar on basic investment terminology, will educate you on stocks, bonds, and mutual funds so that you can understand how they can help you meet your financial goals. We will break down barriers and help you gain confidence that the advice you are getting will have you investing appropriately for your risk tolerance and time horizon.
In this video, CAPTRUST's Brandon Aber discusses how the markets work and how volatility impacts an investor's portfolio. Specifically, he covers short-term market behavior and long-term market behavior, as well as how those markets are dictated. Key takeaways include the indicators an investor should focus on when thinking about long-term returns, and why time in the market is more important than timing the market.
With time on your side, you can start planning for your retirement. In this video, CAPTRUST Senior Director Phyllis Klein discusses what steps you can take to ensure you are on the path to financial success.
If you are fewer than 10 years from retiring, this webinar will help you learn how to determine if your savings are on track. We will cover revisiting your investment strategies and allocations to protect your money, along with an overview of Social Security and Medicare benefits.
Hear CAPTRUST’s Debra Gates talk about how to get started with a systematic approach for building retirement savings and optimizing your employer benefits. This video outlines the steps employees can take to make the appropriate adjustments to their finances, secure their retirement plans, and establish financial independence.
No matter where you are in your life, CAPTRUST is here to help you build a diversified investment portfolio with long-term perspective and a focus on your individual risk tolerance. Whether conservative, moderate, or aggressive, our advisors will provide personalized investment advice focused on your financial goals and your appropriate amount of risk.
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