Our latest article gives you the facts on target date funds—why have they become so popular and what the advantages and disadvantages of this type of investment vehicle are. To find out what our expert is saying about what characterizes a target date fund and how they can help you, read on.
Listen to our recent webinar for an update on the market volatility resulting from the coronavirus and its related impact. CAPTRUST subject matter experts Scott Matheson and Wes Collins share their views on the markets, investing during challenging times, and the ways we can assist you with the questions and concerns you may have about your personal situation.
Imagine what you could do with the right financial advice. Discussing your finances with someone is not easy. In this video, Debra Gates discusses how talking with a financial advisor empowers you to build confidence and take control of your future.
In this piece, CAPTRUST experts dive into the latest market expectations as new information emerges on the coronavirus’s economic impact and the potential for an oil price war.
The U.S. stock market (as measured by the S&P 500 Index) has fallen by 15 percent since reaching an all-time high last Wednesday, more than erasing 2020’s year-to-date gains. The catalyst for this dramatic move appears to have been global investors’ assessment that the novel coronavirus has entered a new phase—and that the virus’s economic impact would be larger than previously thought. According to news reports, the virus is spreading to other parts of the world and containing it may be a challenge, potentially forcing investors to reassess their expectations for the markets.
The economy is good, and Americans are on a spending spree. American household debt hit a record $13.95 trillion in 2019[1]. The majority of U.S. households—about 300,000—hold that nearly $14 trillion in debt. Your household, whether you’re single or married with children, is probably one of them. Your debt—money you’ve borrowed and promised to pay back in the future, usually with interest—is likely a car loan, a mortgage, or a student loan.
Achieving financial resolutions doesn’t have to be time consuming. With just 30 minutes you can create a plan to get rid of your debt and concentrate more on savings. Tune in to find out what your financial resolutions can do for you.
In this issue, we offer a few insights about protecting yourself and your data from cybercriminals and how the Tax Cuts and Jobs Act may impact your tax filing for 2018.