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.

As we transition into the new year, we reflect on the impressive gains of 2024: strong stock returns, the Federal Reserve’s interest rate cuts, and artificial intelligence continuing to spur excitement and increased productivity. While optimism remains high for 2025, do we need to reset expectations amid potential risks and uncertainties? In this quarter’s Market Update video, CAPTRUST Chief Investment Officer Mike Vogelzang cautions us not to get carried away by the good times in our rearview mirrors.

This webinar recording defines dollar-cost averaging, a strategy that involves investing a fixed amount of money at regular intervals, regardless of market conditions. Participants learn how this approach can reduce the impact of market turbulence on their portfolios over time.

This webinar explores unconventional ways to save more money, from cutting hidden costs to finding new income streams. Participants will learn how to identify overlooked savings opportunities and make small changes that can lead to significant results over time.

This webinar recording provides creative and practical strategies for saving money on a tight budget. Participants were taught how to identify areas where they could cut costs, prioritize saving, and make small changes that could add up over time. The webinar recording also recommends low-cost savings tools and resources.

The holiday season can be a joyous time. But after the celebrations have ended, many people find themselves managing too much debt. In this micro video, learn five good ideas for reducing and eliminating holiday debt.

In a world where spending is fast and easy, expenses can add up quickly. Adopting frugal habits is a smart way to stay ahead financially. These ten tips offer simple yet effective strategies to help you save money and reduce unnecessary spending.