Seek and Find!
Big changes are coming to federal student loans—and they could impact how you repay, qualify for forgiveness, and plan. In this video, we break down key updates from the One Big Beautiful Bill. Big changes include a new income-based repayment plan (RAP), changes to Parent PLUS loans, new loan limits for graduate and professional students, and updates to Public Service Loan Forgiveness (PSLF). Whether you’re a borrower, a parent, or just trying to stay informed, this video gives you the essentials fast. CAPTRUST is here to help you make sense of it all.
Buy Now, Pay Later (BNPL) plans are everywhere—but are they helping or hurting your financial goals? In this Lessons in Financial Experiences (LIFE) episode, we review how BNPL works, the pros and cons, and what to watch out for before you click “pay later.” Whether you're shopping online or in-store, understanding these plans can help you make smarter spending decisions and avoid costly pitfalls.
CAPTRUST Chief Investment Officer Mike Vogelzang highlights the exceptional run in U.S. equities, the rise of global markets, and key 2026 events, from fiscal stimulus to a new Federal Reserve chair, that could influence investor sentiment. He also explores the pivotal role of AI investment and whether productivity gains will broaden beyond mega‑cap technology. Successful investing isn’t about reacting to headlines, but about staying diversified, patient, and focused on the long-term journey.
Social Security and Medicare are two key pillars of retirement planning — but navigating them can be complex.
Parents often want to invest in their children’s future but are unsure of the best options. Without proper guidance, they may miss out on opportunities to build wealth for their child’s education, future home purchase, or other financial goals.
In our short-form webinar series, Ask CAPTRUST, saving money isn’t just about numbers — it’s about mindset.
Your financial identity is one of your most valuable assets—and it’s worth protecting. This video explores practical steps to help you safeguard your accounts, spot scams, and respond quickly if fraud occurs. With a few smart habits, you can keep your money and personal information secure.
An emergency fund is your financial safety net when life doesn’t go as planned. In this Lessons in Financial Experiences (LIFE) video, we walk through three essential steps to help you start saving today. With a solid emergency fund, you gain not just security—but flexibility and confidence.