You’ve likely seen the headlines about the “One Big Beautiful Bill” (OBBB) signed into law on July 4, 2025. It’s a sweeping piece of legislation that expands many of the 2017 tax cuts. It also introduces new rules that may affect your income tax, estate tax, and investment planning for years to come.

Bonds can be a powerful tool to grow and protect your money, but many people don’t know how they work. In this video, we break down the basics of bonds in simple terms. Learn how bonds can help you build a balanced investment portfolio.

For most people, the middle phase of your career means two things, financially: more money and more expenses. The balancing act between investing and keeping up with the growing cost of living can be tricky, but the suggestions in this video can help you build wealth while still paying the bills.

In stock markets, volatility isn’t a flaw—it’s a feature. It’s the reason we expect higher returns from equity investments. Still, it triggers our fight or flight response. Amid the turbulence, investors should resist the temptation to retreat and avoid the risk of selling growth investments at deeply discounted prices. If you’re a CAPTRUST client, now’s a good time to get in touch with your financial advisor, and trust your financial plan.

On April 2, President Trump’s administration implemented new tariff policies that could reshape the world economy. On April 3, stock markets across the world reacted. In this article, learn how to navigate market turbulence and how CAPTRUST at Work can help.

Saving is an important part of financial wellness. Here are the three most common savings mistakes we see, and how to avoid them.

At CAPTRUST, one of our fundamental portfolio management principles is that we do not predict; we prepare. To help us understand the range of possible futures we need to prepare for, we use four levels of analysis: the range of possibilities, probabilities, market expectations, and sources of uncertainty.

What can you do to move closer to your dream of homeownership? Try the steps outlined in this video and you might be throwing a housewarming party sooner than you think.