Regardless of how healthy you are, health care in retirement is a major expense that requires preparation and planning. Many people assume Medicare will cover all their healthcare needs after age 65, but the truth is, Medicare won’t cover everything. In this video, learn a few options to help bridge the gap.

The federal government allows most employer-sponsored retirement plans to provide loans to their plan participants, but borrowing from individual retirement accounts, also known as IRAs, is prohibited. Here’s what you need to know about taking a loan from your employer-sponsored retirement plan.

“I once had a client tell me his goal was to die with just enough money to pay his very last doctor’s bill,” says CAPTRUST Financial Advisor Mike Gray. Even though the comment was made in jest, the client was serious about not exhausting his money too soon. Gray says this is a common concern.

Question: What impact do you foresee the 2024 presidential election having on stock market returns this year? How much do elections matter to markets?

In this edition of our quarterly Market Update video, CAPTRUST Chief Investment Officer Mike Vogelzang recaps market performance and the state of the U.S. economy as we pass the midpoint of 2024. Learn where we stand today and what the rest of the year could hold.

If you’re considering working with an advisor to help you manage your personal finances, you might be wondering whether to use a robo-advisor or hire a traditional advisor. A robo-advisor is a digital platform or mobile app that uses computerized algorithms to provide automated investment advice and portfolio management. In this video, we explore the similarities and differences between robo-advisors and traditional advisors so you can make an informed decision about which one might be right for you.

No matter which decade of life you’re in, there are key investing questions you should be able to answer. In this webinar recording, the CAPTRUST team explains important financial moves to make, whether you’re 20, 30, 40, 50, or 60. Learn investment terminology and guidelines, plus strategies and tips for lifelong financial wellness.

For most people, a tax refund feels like free money—an unexpected bonus that’s all-too-easy to spend. But if you take a long-term perspective, this money can also offer an opportunity to improve your overall financial wellness. In this video, learn a few options to make the most of your tax refund.