Seek and Find!
While no investment strategy can guarantee success and all investing carries risk— including the potential loss of principal—a successful investor aims to maximize returns and minimize losses. The following six fundamental principles may help guide you toward more effective investing.
Not educating yourself about which investments may be able to help you pursue your financial goals and how to approach the investing process is a mistake for any saver. Read on to find out how knowledge about your investments creates financial independence.
You’ve likely seen the headlines about the “One Big Beautiful Bill” (OBBB) signed into law on July 4, 2025. It’s a sweeping piece of legislation that expands many of the 2017 tax cuts. It also introduces new rules that may affect your income tax, estate tax, and investment planning for years to come.
An annuity, in its simplest form, is a contract between the purchaser (or owner) and an insurance company (the issuer). The owner pays money to the issuer, and the issuer pays back that principal plus earnings to either the owner or the owner’s named beneficiary later in life.
On April 2, President Trump’s administration implemented new tariff policies that could reshape the world economy. On April 3, stock markets across the world reacted. In this article, learn how to navigate market turbulence and how CAPTRUST at Work can help.
High achievers tend to have a hard time making the jump to retirement. Here, learn how to decide when is the right time to stop working.
Laura Kirkland, a 78-year-old retiree, answered her phone at 11 a.m. one Tuesday in August. The caller, who said his name was Alan Davis, told her he was a fraud specialist with her bank. He said someone had hacked her account and initiated an unauthorized transaction.
This webinar provides strategies for managing the financial aspects of caregiving, including budgeting, accessing government benefits, and
planning for long-term care. Participants will also learn how to prioritize their own financial future while fulfilling their caregiving responsibilities.