Growing older without a spouse or partner can bring unique challenges—and opportunities—for planning your financial and personal future. In this Lessons in Financial Experiences (LIFE) video, we explore what it means to age as a single individual and how to prepare for it with confidence. Single by choice, or by circumstance, you’ll learn how to take control of your future and age with dignity, independence, and peace of mind.

Investors have spent much of 2026 focused on one thing: artificial intelligence. In this quarter’s market update, CAPTRUST Chief Investment Officer Mike Vogelzang explores how tunnel vision shapes the way investors, consumers, and policymakers view the economy. While AI remains a powerful driver of growth, the next major opportunity may be hiding just outside investors’ field of view. Watch to learn why maintaining perspective matters more than ever.

In this follow-up to our webinar last year “Outliving Your Annuities”, we took a deeper dive into how annuities can support long-term retirement income planning.

In this Lessons in Financial Experiences (LIFE) episode, we explore the different types of cryptocurrencies, what it is, and how it works. From Bitcoin to Ethereum, and from digital wallets to physical bullion, this video helps you understand the key differences between modern digital assets. Whether you’re curious about digital assets or looking to diversify with tangible ones, this video gives you an overview.

In this April 2026 Market Update, CAPTRUST Chief Investment Officer Mike Vogelzang explores why uncertainty, not bad news itself, has been the dominant force driving recent market volatility. After entering the year at record highs, investors faced a series of geopolitical shocks, policy reversals, and rising energy risks that clouded the outlook and rattled confidence. Despite dramatic short-term moves in stocks, oil, and gold, underlying fundamentals remain more stable than headlines suggest.

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.