Buy Now, Pay Later (BNPL) plans are everywhere—but are they helping or hurting your financial goals? In this Lessons in Financial Experiences (LIFE) episode, we review how BNPL works, the pros and cons, and what to watch out for before you click “pay later.” Whether you’re shopping online or in-store, understanding these plans can help you make smarter spending decisions and avoid costly pitfalls.
CAPTRUST Chief Investment Officer Mike Vogelzang highlights the exceptional run in U.S. equities, the rise of global markets, and key 2026 events, from fiscal stimulus to a new Federal Reserve chair, that could influence investor sentiment. He also explores the pivotal role of AI investment and whether productivity gains will broaden beyond mega‑cap technology. Successful investing isn’t about reacting to headlines, but about staying diversified, patient, and focused on the long-term journey.
The Internal Revenue Service (IRS) today announced its annual update to dollar limitations for retirement plans for the 2026 tax year. The table below provides a few highlights.
Do you ever find yourself tapping Buy Now at the end of a stressful day? In the moment, this small purchase may feel like a harmless act of self-care. But if you zoom out, you might see you’re moving away from self-care—and your financial goals—instead.
In this follow-up to our webinar last year “Outliving Your Annuities”, we’ll take a deeper dive into how annuities can support long-term retirement income planning.
Your workplace benefits are more than just perks — they’re powerful tools to help you save smarter and reach your financial goals faster.
In our short-form webinar series, Ask CAPTRUST, saving money isn’t just about numbers — it’s about mindset.
The gift and estate tax system is a federal transfer-tax system composed of two main taxes: the gift tax, which applies to transfers made during an individual’s lifetime, and the estate tax, which applies to the decedent’s estate at death. This system is designed to tax the transfer of wealth, with specific exemptions and deductions available to reduce tax liability.