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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...

CapFinancial Partners, LLC (“CAPTRUST”) recognizes that its clients have an expectation that CAPTRUST and its affiliates will maintain the confidentiality of clients’ nonpublic personal information. Consequently, CAPTRUST has adopted this privacy policy concerning information obtained during the servicing of client’s account(s). Nonpublic information Nonpublic information obtained by CAPTRUST for purposes of providing services hereunder will...

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.

The economy is good, and Americans are on a spending spree. American household debt hit a record $13.95 trillion in 2019[1]. The majority of U.S. households—about 300,000—hold that nearly $14 trillion in debt. Your household, whether you’re single or married with children, is probably one of them. Your debt—money you’ve borrowed and promised to pay back in the future, usually with interest—is likely a car loan, a mortgage, or a student loan.

A lot goes into planning to start a family. Don't overlook your insurance needs. Read more to make sure you are providing adequate coverage for you and your family.

If you have a lot of debt, you’re not alone. Today, more and more Americans are burdened with credit card and loan payments. So whether you are trying to improve your money management, having difficulty making ends meet, want to lower your monthly loan payments, or just can’t seem to keep up with all of your credit card bills, you may be looking for a way to make debt repayment easier. Debt consolidation may be the answer.