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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.
An important part of your investment portfolio is ensuring that you have the right kinds of assets (stocks, bonds, cash, etc.) in the right proportions. In this Lessons in Financial Experiences (LIFE) episode, we dive into the basics of asset allocation and how it can impact your ability for long-term financial success.
The first three months of 2022 have been a roller coaster for markets. With the war in Ukraine and the financial war on inflation, investors have had to monitor unpredictable headlines seemingly by the hour. But even in this event-driven market, there are still positives to look forward to in the year ahead.
This video discusses the benefits and advantages of starting to save now and how it may impact your retirement. We’ll also share some practical and easy steps to take to jump-start your savings.
Many people have multiple savings goals that are of equal importance, from establishing an emergency fund to saving for retirement or a child’s education. So, how do you determine which to save for first? If this question has been on your mind, watch our webinar recording on prioritizing savings goals.
Did you know that increasing your deferral rate in your retirement plan as little as 1% each year can significantly help your money accumulate over time? In this Lessons in Financial Experiences (LIFE) episode, we discuss the 1% challenge and the positive impact of putting an additional percent of your salary away each year toward your retirement.
Tax filing season will be here before we know it! In our new short-form webinar series, Ask CAPTRUST, we share tax filing tips, provide answers to some of your pressing questions, and share some resources to reduce your stresses related to filing taxes.
After a turbulent 2021, everyone is ready to get back to their normal lives. But for investors, getting back to normal might require adjusting expectations, especially after three years of tremendous returns. The good news is that even when markets conditions return to normal, there is still plenty for investors to look forward to in the year ahead.