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The stereotype of the ambition less adult child living in their parents’ basement is firmly entrenched in American culture. A less predictable scenario is the married college graduate with two children and an established career who still relies on their parents to help pay bills. Yet this is a reality for nearly half of parents from the baby boomer generation.

In 2022, more than 2.4 million people became the victims of financial fraud, losing a total of nearly $8.8 billion, according to the Federal TradeCommission. People of all ages lost money, but the amount was highest for people over 50, and it increased in correlation with the victims’ ages. In other words—and not surprisingly—as we age, we are more likely to be taken advantage of financially.

As we pass the midpoint of 2023, the market and economy are showing mixed signals about what might lie ahead. On one hand, the strong labor market, robust consumer spending, and a recent stock market rally—fueled by artificial intelligence enthusiasm—seem like reasons for optimism. On the other hand, liquidity is drying up, and market leadership has been confined to only the largest mega-cap companies. This economy and market have already shattered long-held patterns, and we expect more to come. In this video, CAPTRUST Chief Investment Officer Mike Vogelzang describes the signals investors are watching and what could be best course to follow as the rest of the year unfolds.

As you purchase assets, like a house or a car, it’s important to understand how the value of those assets may change over time. In this video, Senior Retirement Counselor Tyler Chestnut explains why some assets appreciate, or increase in value, and others depreciate, or decrease in value.

As the U.S. debt ceiling takes over the headlines, this article explains the most likely result from Congress and what investors should know to prepare.

Two recent bank closures have put investors on high alert and sent markets scrambling. In this edition of Market Thoughts, learn what happened, what CAPTRUST is watching for next, and how this is different from the bank bailouts of 2008.

In this article, we discuss how to encourage your spouse to take part in financial decisions.

In this article, we discuss digital assets, and what role they play in estate planning.