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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...

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.

Listen to our recent webinar for an update on the market volatility resulting from the coronavirus and its related impact. CAPTRUST subject matter experts Scott Matheson and Wes Collins share their views on the markets, investing during challenging times, and the ways we can assist you with the questions and concerns you may have about your personal situation.

Imagine what you could do with the right financial advice. Discussing your finances with someone is not easy. In this video, Debra Gates discusses how talking with a financial advisor empowers you to build confidence and take control of your future.

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.