Think getting your credit report is as scary as looking at your middle school report card? In this Lessons in Financial Experiences (LIFE) episode, learn why your credit report is a critical part of your financial success and how to ensure that you get a passing grade.

Using credit is an important part of building a future, but using too much can harm you in unanticipated ways. This webinar recording explains how to get information about your credit, as well as what credit reports contain and why it is important to review them. We also discuss steps that can help you avoid fraud and identity theft.

You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy as it sounds, because retirement planning is not an exact science. Your specific needs depend on your goals and many other factors.

So far, 2021 has been a year of notable growth for the economy. But as we entered September, a shift in the markets began to occur in part because of several areas of disruption in the global production cycle. Tune in to learn more about these bottlenecks and what could happen if they are not resolved in the short term.

If you’re in a high deductible health plan, a health savings account (HSA) is a way to accumulate money tax-free to pay these deductibles and other medical costs. In this video, learn the benefits of leveraging an HSA, not only to pay your medical expenses but also as a way to save for retirement.

The economy is roaring back to life and we are entering a new phase of growth, much like we did 100 years ago during the Roaring Twenties. But there are still a few wildcards that could significantly change the landscape in the second half of the year. Watch this edition of CAPTRUST’s Market Update to learn more about these unknowns and their potential impacts on the economy.

In this article, we confront the debate surrounding the digital phenomenon known as Bitcoin—what it is, what it isn’t, and what U.S. Treasury Secretary Janet Yellen is saying about it.

Each spring, a rite of passage occurs in stadiums, auditoriums, and Zoom calls across the nation: The latest graduates cross the stage to begin a new phase of financial independence. As has always been the case for graduates, the class of 2021 will face an array of financial choices for the first time—simple decisions on saving and spending that may seem small in the moment but have financial repercussions that can extend far into the future.