Seek and Find!
In this video, we review the different stock exchanges, the various market indexes, and other common buzzwords you hear in the financial media.
For some couples, retirement is a breeze; they can enjoy opportunities such as going south in the winter to a second home without worrying about the budget.
When it comes to investing for retirement, taking advantage of your employer-sponsored retirement plan is a great first step. But do you know where to invest additional cash that did not originate from your employer, like a cash bonus, an inheritance, or a lump sum from a life insurance policy? In this webinar recording, we discuss some investing options outside of your retirement plan, including the pros and cons for each.
In this installment of Client Conversations, we explore the unique benefits of nonqualified defined contribution plans, look at options for covering healthcare costs in early retirement, and provide some insights on surging home prices and the drivers behind them.
We’ve been hearing a lot about inflation lately, but what’s all the hype about? Some of it is practical. Restarting the global economy after the COVID-19 shutdown has not come without a few hiccups that have dramatically affected the prices of some goods and services—food, energy, automobiles, and transportation services to name just a few.
If movie review website Rotten Tomatoes’s readers are to be believed, the last decade was a golden age for moviemaking. In fact, 59 of the films in the website’s Top 100 Movies of All Time list were released during the 2010s.
Some investment objectives exist far over the horizon. Planning and investing for extremely long-term goals, such as multigenerational wealth planning for children, grandchildren, or philanthropic goals, often requires a different set of strategies, habits, and tools than those used for nearer-term goals. The greatest difference is not necessarily the types of investment strategies or vehicles employed. Rather, it lies in the mindset of the investor.
As an advisor to your employer’s retirement plan, CAPTRUST is able to offer you a number of resources to help you make decisions about saving and investing for your future. Learn more about what’s available to help you plan your retirement and manage your finances, including one-on-one personalized advice, articles, webinars, videos, and more.