Seek and Find!
As we transition into the new year, we reflect on the impressive gains of 2024: strong stock returns, the Federal Reserve’s interest rate cuts, and artificial intelligence continuing to spur excitement and increased productivity. While optimism remains high for 2025, do we need to reset expectations amid potential risks and uncertainties? In this quarter’s Market Update video, CAPTRUST Chief Investment Officer Mike Vogelzang cautions us not to get carried away by the good times in our rearview mirrors.
This webinar recording explores different types of annuities, including fixed, variable, and indexed annuities. Participants learn how to evaluate annuity products; how to assess costs, risks, and benefits; and how to determine if an annuity is a good fit for their retirement income strategy.
This webinar recording defines dollar-cost averaging, a strategy that involves investing a fixed amount of money at regular intervals, regardless of market conditions. Participants learn how this approach can reduce the impact of market turbulence on their portfolios over time.
This webinar explores unconventional ways to save more money, from cutting hidden costs to finding new income streams. Participants will learn how to identify overlooked savings opportunities and make small changes that can lead to significant results over time.
The holiday season can be a joyous time. But after the celebrations have ended, many people find themselves managing too much debt. In this micro video, learn five good ideas for reducing and eliminating holiday debt.
In a world where spending is fast and easy, expenses can add up quickly. Adopting frugal habits is a smart way to stay ahead financially. These ten tips offer simple yet effective strategies to help you save money and reduce unnecessary spending.
From accidents, injuries, and illnesses to pregnancies, unexpected caregiving duties, and forced or voluntary career changes, every one of us will face our own unique set of surprise events. How do you prepare for what you can’t predict? It starts with the basics. In this webinar, we’ll explore key steps in financial planning to help you stay ready, no matter what comes your way.
As part of your employee benefits package, your employer provides you with a suite of products and services, including some that are focused on improving your financial well-being. One of these is CAPTRUST at Work. In this video, learn what it is and how you can leverage the benefit to maximize your financial health, optimize your wealth, and manage risk.