In this issue, we focus exclusively on the impact of the recently passed Tax Cuts and Jobs Act on the economy, the stock market, and your personal tax situation.

If you’re reading this, you’re likely a parent trying to figure out how to save for your child’s college education without “breaking the bank.”

Looking for a way to set your teenagers up for financial success down the road? Get them off to a good—and early—start by opening Roth individual retirement accounts (IRAs) for them as soon as they start working. Put the power of time and compounding to work on their behalf. You’ll be surprised at the result.

In this issue we offer a few insights about the impact of rising interest rates on bonds and how you can help an adult child become a homeowner.

Hear CAPTRUST’s Debra Gates talk about how to get started with a systematic approach for building retirement savings and optimizing your employer benefits. This video outlines the steps employees can take to make the appropriate adjustments to their finances, secure their retirement plans, and establish financial independence.

In this issue, we look at rollback of the Department of Labor’s conflict of interest rule—otherwise known as the Fiduciary Rule— and address the important issue of optimizing retirement savings.

No matter where you are in your life, CAPTRUST is here to help you build a diversified investment portfolio with long-term perspective and a focus on your individual risk tolerance. Whether conservative, moderate, or aggressive, our advisors will provide personalized investment advice focused on your financial goals and your appropriate amount of risk.

CAPTRUST’s investment team discuss tips for approaching decisions regarding the various types of savings methods available, such as Roth versus traditional retirement savings, and how to decide which is right for you.We also explore how to approach investing for different goals, such as emergency savings, home buying, and retirement.