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This webinar covers two related topics: educational savings and debt. Tune in to understand the advantages of using 529 plans, and other types of accounts, to save for your child’s education needs. For those dealing with student loan debt, we will discuss tips and available programs to help manage that debt and keep you saving for retirement and other financial goals.
Falling in love and getting married is a wonderful experience.
Get the answers you need when you need them. Our number one mission is to connect our valued participants, with timely, relevant, and actionable content to help you make smarter financial decisions and ultimately retire with confidence. We make the complex simple, so we’ve segmented our content by need and life stage. Start by clicking...
IMPORTANT NOTICE In connection with the effects of COVID-19, the SEC, pursuant to SEC Release 5463, has provided for relief for certain filing deadlines. Accordingly, CapFinancial Partners, LLC (CAPTRUST) has requested an extension to 4/10/2020 with respect to the filing of our annual updating amendment to the Form ADV. Clients can expect to receive our annual...
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Our latest article gives you the facts on target date funds—why have they become so popular and what the advantages and disadvantages of this type of investment vehicle are. To find out what our expert is saying about what characterizes a target date fund and how they can help you, read on.
In this piece, CAPTRUST experts dive into the latest market expectations as new information emerges on the coronavirus’s economic impact and the potential for an oil price war.
The U.S. stock market (as measured by the S&P 500 Index) has fallen by 15 percent since reaching an all-time high last Wednesday, more than erasing 2020’s year-to-date gains. The catalyst for this dramatic move appears to have been global investors’ assessment that the novel coronavirus has entered a new phase—and that the virus’s economic impact would be larger than previously thought. According to news reports, the virus is spreading to other parts of the world and containing it may be a challenge, potentially forcing investors to reassess their expectations for the markets.