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Asset allocation can help you manage the type of risk investors face in their portfolio's. Read on to get the facts on different types of assets and how to balance risk and return by spreading your investment dollars among stocks, bonds, and cash alternatives.
When it comes to your money, the only dumb question is the one you don't ask. It’s wise to educate yourself so you are prepared to evaluate any financial advice you are given to ask the right questions. Learn more about the various terms and concepts associated with investing.
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...
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.
In this issue, we explore early retirement package offers, the difference between value and growth investing, and how to get rid of those annoying telemarketer calls.
This introductory webinar on basic investment terminology, will educate you on stocks, bonds, and mutual funds so that you can understand how they can help you meet your financial goals. We will break down barriers and help you gain confidence that the advice you are getting will have you investing appropriately for your risk tolerance and time horizon.
On the ride home from a meeting with their financial advisor, Sophie tells her husband Rob that she’s been thinking a lot more about how their money is invested. “Getting a good return is nice, but I also want us to make sure we consider the bigger picture.”