In a perfect world, both halves of a couple share the same investment goals and agree on the best way to try to reach them. It doesn’t always work that way, though; disagreements about money are often a source of friction between couples. You may be risk averse, while your spouse may be comfortable investing more aggressively—or vice versa. How can you bridge that gap?

While we all know the importance of having savings in case of an emergency, many of us struggle with how to get started. Join CAPTRUST’s Drew Battle for some practical tips to jumpstart your emergency fund today.

Gauge your knowledge and find out how much you really know about your employer-sponsored retirement savings plan.

Are you starting out the year with a goal of getting your finances under control? In this webinar recording, we discuss the ways a budget can help alleviate stress, the simplicity of creating a personal budget, and how to identify your personal spending habits.

With November 3 behind us, CAPTRUST’s chief investment officer outlines the issues that have been resolved over the last month and the questions that remain. From outstanding election results to COVID-19 cases and vaccines, he shares the key items that you should be paying attention to as we move into 2021.

Q: I have inherited jewelry and collectibles from family members over the years. Are they covered under my homeowner’s policy?

The 2015 movie The Big Short chronicles the market and economic forces that led to the financial crisis in 2007. Based on a Michael Lewis book of the same name, the film’s all-star cast explains the crisis’s origins through the stories of a handful of analysts and investors who saw the meltdown coming, bet on it, and made a lot of money.

The turn of the 20th century was a time of high optimism and enthusiasm for the future. This Age of Hope was fueled by technological innovations such as mass communication, mass mobility—with the advent of affordable personal automobiles—and the extension of education to nearly everyone.